Sync Globalfy to Microsoft Excel
BankSync may support connections to Globalfy 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 Globalfy to Microsoft Excel
Search for Globalfy in BankSync
Sign up for BankSync and, if Globalfy 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 Globalfy 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 Globalfy to Microsoft Excel
Transactions
Sync available Globalfy transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Globalfy accounts.
Holdings
Sync supported investment positions, quantities, and market values from Globalfy.
Trades
Sync supported investment trade and activity history from Globalfy.
Loans
Sync supported loan balances and provider-supplied liability details from Globalfy.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Globalfy 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 Globalfy 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 Globalfy somewhere else
The same Globalfy connection can feed any of these destinations.
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- Sync Globalfy to Google Sheets
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- Sync Globalfy to MongoDB
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- Sync Globalfy to Notion
- Sync Globalfy to PostgreSQL
- Sync Globalfy to Securo
- Sync Globalfy to SimpleFIN
- Sync Globalfy to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
- Sync Chase to Microsoft Excel🇺🇸 United States
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- Sync Bank of America to Microsoft Excel🇺🇸 United States
- Sync Charles Schwab to Microsoft Excel🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Globalfy or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.