Sync Elevate Pay to Microsoft Excel
BankSync may support connections to Elevate Pay accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync Elevate Pay to Microsoft Excel
Search for Elevate Pay in BankSync
Sign up for BankSync and, if Elevate Pay is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Elevate Pay fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Elevate Pay to Microsoft Excel
Transactions
Sync available Elevate Pay transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Elevate Pay accounts.
Holdings
Sync supported investment positions, quantities, and market values from Elevate Pay.
Trades
Sync supported investment trade and activity history from Elevate Pay.
Loans
Sync supported loan balances and provider-supplied liability details from Elevate Pay.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Elevate Pay field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Elevate Pay with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync Elevate Pay somewhere else
The same Elevate Pay connection can feed any of these destinations.
- Sync Elevate Pay to Actual Budget
- Sync Elevate Pay to Airtable
- Sync Elevate Pay to Firefly III
- Sync Elevate Pay to Google Sheets
- Sync Elevate Pay to Home Assistant
- Sync Elevate Pay to MongoDB
- Sync Elevate Pay to MySQL
- Sync Elevate Pay to Notion
- Sync Elevate Pay to PostgreSQL
- Sync Elevate Pay to Securo
- Sync Elevate Pay to SimpleFIN
- Sync Elevate Pay to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Elevate Pay or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.