Sync Mercer Wealth Solutions to Google Sheets
BankSync may support connections to Mercer Wealth Solutions accounts through third-party open banking providers, then route supported transactions, balances, and account data to Google Sheets. Set up takes under 10 minutes and requires no code.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Mercer Wealth Solutions or Google Sheets. Names are used only to describe potential account-data coverage and destination compatibility.
How to sync Mercer Wealth Solutions to Google Sheets
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 Google Sheets
Authorise BankSync to write data to your Google Sheets workspace. Select the database or sheet where your transactions should land.
Configure field mappings
Map supported Mercer Wealth Solutions transaction fields such as date, amount, merchant, and category to the columns in Google Sheets however you like.
Set your sync schedule
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
How to Get Started
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What gets synced from Mercer Wealth Solutions to Google Sheets
Transactions
Full transaction history from Mercer Wealth Solutions including date, amount, merchant, and category.
Balances
Current and available balances for all your Mercer Wealth Solutions accounts, updated on every sync.
Account Details
Account names, numbers, and types so you can filter and organise data in Google Sheets.
Merchant Info
Merchant names and category codes for richer transaction context.
Custom Field Mappings
Map any Mercer Wealth Solutions field to any column in Google Sheets — fully configurable.
Sync Schedules
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Ready to sync Mercer Wealth Solutions with Google Sheets?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Google Sheets in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Mercer Wealth Solutions or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.