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Getting Started with the Microsoft Excel Add-In

Updated

The Excel Add-In gives you the option to seamlessly create and import your Project Sections, Sub-sections, and Questions from an Excel file to Loopio, and populate the Answer cells directly from Loopio.

System Requirements 

PC

For the best experience we recommend that your setup is:

  • Windows 8.1/Windows 10

  • Microsoft 365 ver. >= 16.0.13530.204241

  • Edge WebView2 (Chromium-based) installed 

 

Note: Because Internet Explorer is not one of our supported browsers, the Loopio Add-In cannot be used with any configuration that results in Internet Explorer being used by Microsoft Excel, based on the Microsoft guide Browsers used by Office Add-ins - Office Add-ins

Mac

For the best experience we recommend that your setup is:

  • Any Mac OS

  • Any Office version

  • Safari with WKWebView

Installing the Microsoft Excel Add-In via Excel Office 365 or in Microsoft Excel

  1. Open Excel and navigate to the Insert tab
  2. Click Get Add-Ins
    Screen_Shot_of_Get_Add-Ins.png
  3. Go to the Microsoft AppSource and download the add-in

Launching the Microsoft Excel Add-In

  1. Open Excel and navigate to the Insert tab
  2. Click on My Add-Ins
    Screen_Shot_of_My_Add-Ins.png
  3. Select Loopio from the list
  4. When the Add-in appears on the right, you will be prompted to log in

Logging In to the Microsoft Excel Add-In

  1. Click Sign In
    Screen_Shot_of_Excel_Add-In_Sign_in.png
  2. Enter your Loopio URL. This is typically your company name, and can be seen in your browser's address bar when you're logged in to Loopio
    Screenshot
     

    Tip: Need help finding your Loopio URL? Start here: What is my Company's Loopio URL?

  3. Once you have entered your Loopio URL, you will be prompted to log in with your Loopio credentials
 

Learn more: Read on to learn more about completing Loopio Projects using the Excel Add-In:

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