Exporting a Project Using the Microsoft Excel Add-In

The Excel Add-In gives you the ability to populate the Answer cells in an Excel file directly from Loopio.

 

Note: Learn more about Getting Started with the Microsoft Excel Add-In

Exporting Mapped Answers Back to Your Document

1. In the Excel Add-In, open the project you would like to export
2. If there are answers eligible for export, you will see the Insert Answers button at the bottom left of the project
3. Click Insert Answers
   
4. A checkbox will appear to the right of Sections, Subsections, and Questions with answers eligible to insert
   
5. Select/deselect which answers you would like to insert
6. Click Insert
7. Answers will be written into the cells selected during import mapping
   
    

   Note: Learn more about Importing a Project Using the Microsoft Excel Add-In

Exporting Questions and/or Answers Created in Loopio

When the Loopio Add-In detects that your project contains Questions and/or Answers that were created in Loopio but were not mapped using the Add-In, you will see the following message displayed:

To map these Question & Answer locations:

1. Click View Next to start reviewing the questions and/or answers that need to be mapped through the Add-In
   
2. You will see a message indicating which mapping needs to be resolved
   
3. Click Resolve for the indicated selection to start mapping the questions/answers to the appropriate cells in your project
   

How to Edit Answer Locations

1. Hover over or select a Question/Answer pair in the Add-In
2. Click the Pencil Icon to edit the cells that your answers are currently mapped to
   
3. Click on the Pencil Icon for the corresponding Answer you’d like to edit
   
4. Select the new cell(s) for your Answer and click Confirm Changes
   
   
5. Confirm your changes and click Save and Import to finish editing your Answer locations