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