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Microsoft Excel

Excel add-in

Export, edit and push records back from a spreadsheet.

Install

Open web app

Use Excel with your workspace

Use the web workspace for spreadsheet exports. The native add-in requires its published Excel manifest file.

  1. Open the web app and choose the contacts or list you can access.
  2. Export the permitted records and open the downloaded file in Excel.
  3. For the native add-in, use the Add to Excel download here when its manifest file is attached to a release.

Connect to your workspace

Sign in from the add-in's task pane.

Open settings

Requirements

Published with the release.

Help for Excel add-in

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