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