Sync iSolved - Participant to Microsoft Excel
BankSync may support connections to iSolved - Participant 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 iSolved - Participant to Microsoft Excel
Search for iSolved - Participant in BankSync
Sign up for BankSync and, if iSolved - Participant 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 iSolved - Participant 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 iSolved - Participant to Microsoft Excel
Transactions
Sync available iSolved - Participant transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported iSolved - Participant accounts.
Holdings
Sync supported investment positions, quantities, and market values from iSolved - Participant.
Trades
Sync supported investment trade and activity history from iSolved - Participant.
Loans
Sync supported loan balances and provider-supplied liability details from iSolved - Participant.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any iSolved - Participant 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 iSolved - Participant 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 iSolved - Participant somewhere else
The same iSolved - Participant connection can feed any of these destinations.
- Sync iSolved - Participant to Actual Budget
- Sync iSolved - Participant to Airtable
- Sync iSolved - Participant to Firefly III
- Sync iSolved - Participant to Google Sheets
- Sync iSolved - Participant to Home Assistant
- Sync iSolved - Participant to MongoDB
- Sync iSolved - Participant to MySQL
- Sync iSolved - Participant to Notion
- Sync iSolved - Participant to PostgreSQL
- Sync iSolved - Participant to Securo
- Sync iSolved - Participant to SimpleFIN
- Sync iSolved - Participant 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 Citibank Online to Microsoft Excel🇺🇸 United States
- Sync Fidelity to Microsoft Excel🇺🇸 United States
- 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 iSolved - Participant or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.