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