Sync Viva to Microsoft Excel

BankSync may support connections to Viva 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.

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How to sync Viva to Microsoft Excel

Mapping Viva fields into Microsoft Excel — map your columns once

Search for Viva in BankSync

Sign up for BankSync and, if Viva 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 Viva 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 Viva to Microsoft Excel

Transactions

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

Balances

Sync current and available balances for supported Viva accounts.

Account Details

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

Custom Field Mappings

Map any Viva 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 Viva 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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Sync Viva somewhere else

The same Viva connection can feed any of these destinations.

Other banks that sync to Microsoft Excel

Institutions in the same market that can also route account data to Microsoft Excel.

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