Sync Zions Bank - Treasury Gateway to Microsoft Excel
BankSync may support connections to Zions Bank - Treasury Gateway 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 Zions Bank - Treasury Gateway to Microsoft Excel
map your columns once
Search for Zions Bank - Treasury Gateway in BankSync
Sign up for BankSync and, if Zions Bank - Treasury Gateway 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 Zions Bank - Treasury Gateway 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 Zions Bank - Treasury Gateway to Microsoft Excel
Transactions
Sync available Zions Bank - Treasury Gateway transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Zions Bank - Treasury Gateway accounts.
Holdings
Sync supported investment positions, quantities, and market values from Zions Bank - Treasury Gateway.
Trades
Sync supported investment trade and activity history from Zions Bank - Treasury Gateway.
Loans
Sync supported loan balances and provider-supplied liability details from Zions Bank - Treasury Gateway.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Zions Bank - Treasury Gateway 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 Zions Bank - Treasury Gateway 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 FreeBankSync is not affiliated with, endorsed by, or an official partner of Zions Bank - Treasury Gateway or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.