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