Payroll Solutions
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Microsoft Excel

Sync Payroll Solutions to Microsoft Excel

BankSync may support connections to Payroll 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.

United StatesBank SyncAvailable

How to sync Payroll Solutions to Microsoft Excel

Mapping Payroll Solutions fields into Microsoft Excel
map your columns once
1

Search for Payroll Solutions in BankSync

Sign up for BankSync and, if Payroll Solutions is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

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.

3

Configure field mappings

Map the supported Payroll Solutions fields supplied by the provider to columns in Microsoft Excel.

4

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 Payroll Solutions to Microsoft Excel

Transactions

Sync available Payroll Solutions transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Payroll Solutions accounts.

Holdings

Sync supported investment positions, quantities, and market values from Payroll Solutions.

Trades

Sync supported investment trade and activity history from Payroll Solutions.

Loans

Sync supported loan balances and provider-supplied liability details from Payroll Solutions.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.

Custom Field Mappings

Map any Payroll 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 Payroll 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.

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BankSync is not affiliated with, endorsed by, or an official partner of Payroll Solutions or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.