Lightning Add-in Installation Instructions

Step 1: Determine if user has the Microsoft Office 365 for Lightning Add-in. If not, install dotnet add-in (the add-in .msi installer from marketplace). If yes, move to step 2.

Step 2: Determine if user has access to Office AppSource (Microsoft’s marketplace for add-ins, similar to Apple’s App Store). If yes, install the add-in directly from AppSource. If not, move to Step 3.

Open Excel, go to “Insert” then “Get Add-in“.

Open Excel, go to “Insert” then “Get Add-in“.

In the popup, click on “STORE“ then search for “daloopa“ and click on “Add“

In the popup, click on “STORE“ then search for “daloopa“ and click on “Add“

You can find the add-in in the “Home“ tab

You can find the add-in in the “Home“ tab

Step 3: Find MS Office 365 Admin who will need to perform these steps:

For MS Office Admin to deploy the add-in to your organization:

  1. Go to https://admin.microsoft.com/.

  2. Click “Integrated Apps“ on the left panel.

  3. Then click "Upload Custom apps".

  4. In the popup that follows, select "Provide link to manifest file."

  5. Put https://addin.daloopa.com/manifest.xmlas the manifest link and click "Validate". Validation should pass.

  6. Then click "Next" and select the users that you want to deploy the add-in to.

  7. Finish the deployment process by following the instructions on the popup.

For end users to install the add-in in their excel applications:

  1. Open excel and go to "Insert".
  2. Click "Get Add-ins".
  3. Click "ADMIN MANAGED".
  4. If you can't find Daloopa Add-in on this tab, it is likely that your MS 365 admin has not added you to the user groups. See step 6 under "For IT Admin to deploy the add-in to your organization".
  5. Select the Daloopa Add-in and then click "Add".