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Install Agicap plug-in on Excel

Automate 2-way data transfers between Agicap and Excel

Mathieu Bracquemond avatar
Written by Mathieu Bracquemond
Updated over 6 months ago

This Agicap plug-in will help you import and export data between Excel and Agicap in order to process data in a complex way, build reporting and analysis different from what is available in Agicap.

Step 1: Validate Excel version used and identify the Microsoft office 365 administrator

  • Excel version used must be included in Office 365. Any previous version of Excel or personal licenses won’t be supported.

  • Usually the IT administrator is the Microsoft Office 365 administrator

Step 2: Send guidelines to the administrator

We invite you to used below templated message and send it to the administrator:

“I need your help to move forward on the implementation of the tool to install an Agicap plug-in to Excel. This action will take 5 minutes on your side. We reached out because you are the Office 365 administrator.

  • Step 1: go on this link

  • Step 2: add a new add-on

  • Step 3: choose the application type: Office add-on

  • Step 4: choose the link option

  • Step 6: Validate, then choose the users that will have access to this plug-in (please give access to [name the necessary users] )

  • Step 7: click on done!”

As a result you should then see the plug-in at the top right of the Excel file:

For more details on Microsoft integrated apps : click here

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