Getting started with Daloopa for Excel

Table of Contents:

• For individual users
• For Microsoft 365 administrators

For individual users

• Open the Daloopa Add-in page on Microsoft AppSource: Daloopa Add-in
• Click Get it now and complete the prompts to add it to your Microsoft account.
• In Excel (Windows, Mac, or Web), open a workbook and go to Home > Add-ins or Insert > Get Add-ins.
• Search for “Daloopa Add-in”, select it, and choose Add if it is not already pinned.
• Launch the add-in from the ribbon and sign in with your Daloopa credentials to start using it with your models.

For Microsoft 365 administrators

To roll out the Daloopa Add-in across your organization:

• Go to the Microsoft 365 admin center.
• Navigate to Settings > Integrated apps > Add-ins.
• Search for “Daloopa Add-in” in Microsoft AppSource and select it.
• Choose how you want to deploy it (entire organization, specific groups, or individual users) and complete the deployment wizard.
• If you prefer to follow Microsoft’s step‑by‑step guidance, share this article with your IT team:
  Deploy add-ins in the Microsoft 365 admin center

After deployment, users can open Excel, go to Home > Add-ins (Windows/Web) or Tools > Add-ins (Mac), add the Daloopa Add-in to their ribbon if needed, sign in with their Daloopa account, and begin working with their spreadsheets