Sync Enterprise Trust and Investment to Microsoft Excel
BankSync may support connections to Enterprise Trust and Investment 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 Enterprise Trust and Investment to Microsoft Excel
Search for Enterprise Trust and Investment in BankSync
Sign up for BankSync and, if Enterprise Trust and Investment 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 Enterprise Trust and Investment 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 Enterprise Trust and Investment to Microsoft Excel
Transactions
Sync available Enterprise Trust and Investment transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Enterprise Trust and Investment accounts.
Holdings
Sync supported investment positions, quantities, and market values from Enterprise Trust and Investment.
Trades
Sync supported investment trade and activity history from Enterprise Trust and Investment.
Loans
Sync supported loan balances and provider-supplied liability details from Enterprise Trust and Investment.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Enterprise Trust and Investment 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 Enterprise Trust and Investment 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 Enterprise Trust and Investment somewhere else
The same Enterprise Trust and Investment connection can feed any of these destinations.
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- Sync Enterprise Trust and Investment to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Enterprise Trust and Investment or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.