Connect Plaid to Microsoft Excel
Workload lets you integrate Plaid with Microsoft Excel in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Plaid...
Then do this action in Microsoft Excel!
How to Integrate Plaid and Microsoft Excel
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1. Authenticate your Plaid and Microsoft Excel accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Plaid and Microsoft Excel Using Workload
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From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Plaid + Microsoft Excel Integrations
About Plaid
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data.
Related CategoriesPayment Processing
Similar Plaid Apps
Yes! Plaid and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Plaid through it’s OAuth2.0 connection.
Prices for Plaid vary according to usage. For the most accurate pricing, visit https://plaid.com/pricing for more details.
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier. Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Related CategoriesMicrosoft
Similar Microsoft Excel Apps
Yes! Microsoft Excel and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Microsoft Excel through it’s OAuth2.0 connection.
Prices for Microsoft Excel vary according to usage. For the most accurate pricing, visit https://excel.com/pricing for more details.