Installing & Updating the Add-In

Introduction

TThe Daloopa Excel Add-In brings Daloopa's data into Excel, so you can build, update, and audit financial models without leaving the workbook. Once a model is connected, updating it with the latest actuals takes a few clicks — no manual entry or copy-paste from filings.

You install it from the official Microsoft add-in store, either on your own or through your Microsoft 365 administrator. There's no separate program to download, and it updates itself once installed.

On this page

• Installing the Add-In
  • For individual users
  • For Microsoft 365 administrators
• Updating the Add-In

Installing the Add-In

For individual users

1. Open the Daloopa Add-in on Microsoft AppSource.
2. Click Get it now and complete the prompts to add it to your Microsoft account.
3. In Excel (Windows, Mac, or Web), open a workbook and go to Home > Add-ins or Insert > Get Add-ins.
4. Search for "Daloopa Add-in", select it, and choose Add if it isn't already pinned.
5. Launch the add-in from the ribbon and sign in with your Daloopa credentials.

For Microsoft 365 administrators

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Before you begin

If your organization previously deployed a custom (non-AppSource) version of the Daloopa add-in, remove it first:

1. Sign in to the Microsoft 365 admin center as a Global Administrator or Apps Administrator.
2. Go to Settings > Integrated apps.
3. Locate the custom Daloopa add-in — it appears under "Custom apps" or as a manually uploaded app.
4. Select it, choose Remove app, and confirm. This removes only the custom deployment and doesn't affect any store-installed version.

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

1. Go to the Microsoft 365 admin center.
2. Navigate to Settings > Integrated apps > Add-ins.
3. Search for "Daloopa Add-in" in Microsoft AppSource and select it.
4. Choose how to deploy it (entire organization, specific groups, or individual users) and complete the deployment wizard.
   For Microsoft's own walkthrough, share Deploy add-ins in the Microsoft 365 admin center with your IT team.

Once deployed, each user opens Excel, goes to Home > Add-ins (Windows and web) or Tools > Add-ins (Mac), adds the Daloopa Add-in to the ribbon if needed, and signs in.

Updating the Add-In

If you installed the add-in from the Microsoft Add-In Store (AppSource), it updates automatically — no action needed.

If you installed it another way, you may be on an outdated version and missing recent changes. To update:

• Ask your IT team to redeploy the Daloopa add-in through your organization's admin-managed apps (e.g., Microsoft 365 Integrated Apps).
• Or reach out to your Daloopa contact — your Customer Success representative can help coordinate the update.