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