Signing in

This section describes how to sign in to the Excel Integration add-in.
  1. Start Microsoft® Excel and open a worksheet.
    If you open a worksheet that was created with the add-in, go to Step 4.
  2. If you do not see the add-in pane, click the Home tab and click Show Taskpane.
  3. Specify a tenant if prompted.
    To save the tenant name and use it the next time that you access the task pane, do not sign out and instead close the task pane.
  4. Specify your user name and password and click Sign On.
    Wait until the window closes. Otherwise, you may cancel the sign-in process.
    Note: If you encounter issues with the sign-in, close and then restart Microsoft® Excel. Save your work before you close the workbook.