Getting Started with the Microsoft Excel Add-In

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
   
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
   
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
   
2. Enter your subdomain. This is typically your company name, and can be seen in your browser's address bar when you're logged in to Loopio
   
   
    

   Tip: If you do not know your subdomain, click on Help me find my subdomain, enter your email address, and you will receive an email with your subdomain.
   

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