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On this page
  • Enable Add-in
  • Compatibility
  • Login
  • Connections
  1. JustPerform 365 Connector

Get Access

PreviousIntroductionNextNavigate

Last updated 1 year ago

Enable Add-in

JustPerform Excel Add-in doesn't require any Client Installation on the user machine

  • Excel Add-in has the flexibility to be used with Desktop excel Or Online excel

  • Can be Installed on any user machine by enabling from the Microsoft Store, as long user has any licensed Microsoft account to Open Excel & follow the below steps

Open new workbook in Microsoft Excel & follow the following steps :

Click Home > Add-ins > Get Add-ins.

In the Office Add-ins dialog box, select the Store tab and search for JustPerform by using the Search box. Then, click Add.

In the JustPerform dialogbox, click Continue.

JustPerform Excel Add-in Gets Installed.

Note: Follow the same steps to enable Add-in on Online excel.

Compatibility

Pre-requisites for JustPerform Web

  • JustPerform Web is Public Cloud platform, which can be accessed over Internet with any Browser by accessing the public URL - https://active.justperform.com

  • Browser: All browsers Supported

Pre-requisites for Excel Add-in

  • Desktop Excel versions: 2016 and above /Microsoft 365 Excel

  • Online excel

  • Operating System: Windows & iOS.

  • Devices: Tablets, Desktop, Laptops.

Login

Once Add-in is enabled, JustPerform 365 Office Connector is accessible from the Home Menu of Microsoft excel.

Use same credentials for logging to JustPerform Excel Add-in as used in JustPerform web.

To login to JustPerform excel :

Click on JustPerform Add-In to Open the Login pane.

Enter the email address & password to successfully login to home pane.

If SSO- enabled, after entering email address & continue, user will be automatically navigated to Home pane.

Connections

By default, user can select to choose from Active (Live/Production) Or Pilot system Instances, while logging in to the system

If required, Other Instances can be added by Clicking on beside the Connection name & then Click on & providing Instance URL & connection name & save.

Enable Add-in
JustPerform Excel login