Excel365 Connector Now Available.

  1. Click on the 'System' icon.
  2. Click on the 'Wizards' System Tool.
Navigate to the 'Wizards' System Tool.

2. Click on the 'Add New Wizards' Button (+)

Click on the 'Add New Wizards' Button (+)

3. Fill out information in 'Add New Wizard' modal.

  1. Name: The name of this Connector.
  2. Description: An explanation of this Connector
  3. Wizard Type: Select 'Connection'.
  4. Type: Select 'Excel 365'
  5. Access Token: Received after Authorization.
  6. Refresh Token: Received after Authorization.

Click 'Authorize Microsoft Account' to populate 'Access Token' and 'Refresh Token'.

Fill out information in 'Add New Wizard' modal.

4. Log into your Microsoft accoun.t

  1. Microsoft Account user name.
  2. Microsoft Account password.

Click 'Sign In'

Log into your Microsoft accoun.t

5. Click Save to complete the Wizard.

Click Save to complete the Wizard.

6. Congratulations, you have created an Excel 365 connection.