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:
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Windows 8.1/Windows 10
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Microsoft 365 ver. >= 16.0.13530.204241
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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:
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Any Mac OS
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Any Office version
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Safari with WKWebView
Installing the Microsoft Excel Add-In via Excel Office 365 or in Microsoft Excel
- Open Excel and navigate to the Insert tab
- Click Get Add-Ins
- Go to the Microsoft AppSource and download the add-in
Launching the Microsoft Excel Add-In
- Open Excel and navigate to the Insert tab
- Click on My Add-Ins
- Select Loopio from the list
- When the Add-in appears on the right, you will be prompted to log in
Logging In to the Microsoft Excel Add-In
- Click Sign In
- 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.
- Once you have entered your subdomain, you will be prompted to log in with your Loopio credentials