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Banking Destination

Sync Plaid to Excel

Plaid Excel

Automatically sync your Plaid data into Excel with Flatly's no-code, triggerless, turnkey integration service.

Historical & Dynamic Data
One-way Sync
For Non-technical Users
Connect Plaid to Excel Which Plaid API does Flatly use?

Source: Plaid

Flatly connects to almost 10,000 financial institutions in the US and Canada via Plaid.

Auth: Plaid (OAuth)

Available datasets

  • Balances
  • Balances-Recent
  • Transactions-AllAvailable
  • Transactions-Last X days Date-ranged
  • Transactions-AllAvailable+Accounts Combo
  • Transactions-Last X days+Accounts Combo Date-ranged
  • InvestmentTransactions-All
  • InvestmentTransactions-Last X days Date-ranged
  • InvestmentTransactions-All+Accounts Combo
  • InvestmentTransactions-Last X days+Accounts Combo Date-ranged
  • InvestmentHoldings
  • Liabilities-Credit
  • Liabilities-Mortgage
  • Liabilities-Student

Destination: Excel

Desktop clients like OneDrive or Dropbox can sync flat files directly to the desktop.

Auth: OAuth

How it works

  1. 1

    Connect Plaid

    Authenticate Plaid (Plaid (OAuth)) and Excel (OAuth) in the Flatly dashboard. You only have to do this once.

  2. 2

    Choose your datasets

    Pick which Plaid datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.

  3. 3

    Data lands in Excel

    Flatly uploads your Plaid data to Excel automatically and refreshes it based on your sync frequency.

Plaid API

Secure access to your financial data

Flatly connects to almost 10,000 financial institutions in the US and Canada via Plaid's secure integration.

Authorization.
Plaid's OAuth flow walks you through connecting to your financial institution. The process takes about a minute and never exposes your credentials to Flatly.
Read-only scopes.
Flatly's access is limited to account data — words, numbers, and dates. It does not include money-movement, transfer capabilities, or account holder profiles or identities.
Combined data sets.
Pre-blended data sets combine related data automatically, giving you more useful data for analytics with less manual joining work.

FAQ: Plaid

Is it safe to connect my bank account through Plaid?

Plaid is one of the most widely used financial data networks in the US — it's the same infrastructure behind apps like Venmo, Robinhood, and Mint. Your banking credentials go directly to Plaid, never to Flatly. Flatly only ever receives read-only account data (numbers, dates, transaction text) — it has no ability to move money or access your identity.

Will Flatly be able to see my passwords or log into my bank?

No. You authenticate through Plaid's own secure interface, and Plaid alone communicates with your bank. Flatly receives only a limited, scoped data feed from Plaid — not your credentials or any direct bank access.

Can Flatly move money or make transactions on my behalf?

No. Flatly's access is strictly read-only. It cannot initiate transfers, payments, or any account actions whatsoever.

If I connect multiple bank accounts through Plaid, do they all appear in one file?

It depends on the file format you use. For example with Google Sheets, many datasets can be combined as tabs.

Can I choose a date range for transactions, or does it always pull everything?

You have options. Either Alltime or the "Last X Days" option which is date-rangeable, so you're not forced to pull your full account history on every sync.

Is Plaid available for my bank? What if I'm outside the US?

Flatly's Plaid integration covers 10,000+ financial institutions in the US and Canada. Banks outside those two countries are not currently supported through this integration.

What happens to my Plaid connection if I cancel Flatly?

Connections are automatically revoked if you cancel and stop using Flatly.

FAQ: Plaid to Excel

How frequently can I sync data from Plaid to Excel?
Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.
Does Flatly modify my Plaid data during the sync?
No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Plaid and securely loads it into Excel without altering your original source data.
Do I need to write code to connect Plaid to Excel?
No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”

Melissa Cable
Project Manager, Aeolidia

Full data refresh

Maintain up-to-date flat files when any nested or bundled data changes in your source app.

Connection Management

Manage multiple tenants, with connection health monitoring.

Bulk Job Management

Control multiple jobs at the same time, with live progress monitoring.

Merged datasets

Export left-joined combo objects like deals+products.

Write options

Refresh one flat file or create a stack of timestamped versions.

Filterability

Include only the columns or views essential for your reporting.

Notifications

Get alerts about your syncs via email, webhooks or Slack notifications.

Logging

Access up to one thousand log entries for your sync operations.

Custom Field Enrichment

Get useful values in your data instead of identifiers or definitions.

Metadata Attachment

See file statistics alongside your flat files to keep track of their origins.

Dark UI Mode

Reduce eye strain and save energy by using our built in dark mode.

Programmatic Jobs

Queue jobs by making API calls or agent requests.

Time Stamp Enrichment

Get human-readable dates and times from UNIX timestamps.

High frequency

10-minute refresh cycles mean your data store is near real-time.

High capacity

Reliably flatten billions of cells to CSV files without hiccups.

Advanced Security

Two-factor authentication and Destination Lock controls.

Stripe-powered Billing

Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.

Mobile access

Manage your sync operations from your phone if you are traveling.

Connect Plaid to Excel

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