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    • Importing, Exporting and Cloning Entities
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    • Excel add-in
      • How to Install the Excel Add-in
        • Excel Online
        • Desktop
      • How to Update the Excel Add-in
      • Loading multiple orders
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    • Staging Environment
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On this page
  • Add Location to Trust Center
  • Inserting the Add-in
  1. Tools
  2. Excel add-in
  3. How to Install the Excel Add-in

Desktop

How to install the Excel Add-in on Desktop

PreviousExcel OnlineNextHow to Update the Excel Add-in

Last updated 9 months ago

Add Location to Trust Center

In Excel, go to File > Options. You should be presented with a pop-up.

Go to Trust Center in the side bar, then click the Trust Center Settings button.

In the next pop-up, click Trusted Add-in Catalogs.

Here, we need the shared path for the Excel Add-in. Go to Windows Explorer and find the folder where you saved the Excel Add-in. Right-click the folder (not the file within) and select Give access to > Specific people.

Select your username, then click Share.

You will be provided with a shared path. Right-click, then select Copy Link.

Go back to Excel and paste the path into the Catalog Url field.

Remove the folder name at the head of the text, as well as the surrounding brackets, to leave just the filepath.

Click Add Catalog. Once added, make sure to tick Show in Menu, then click OK.

Inserting the Add-in

Once you've added the location to the Trust Center, you can insert the add-in.

In Excel, in Home, click on Add-ins

In the pop-up, click More Add-ins

Go to My Organization and click on one of the add-ins options below.

The add-in is now available in the top-menu of Excel.