Excel Add-in (Setup)
Enable ajan add-ins for your workspace so users can access ajan directly inside Microsoft applications.
The Excel add-in brings ajan directly into Microsoft Excel, allowing users to create tables, write formulas, clean up data, and summarize spreadsheet results without leaving their workbook. This section covers how to enable the add-in for your workspace.
Enabling the add-in
Open integration settings
Navigate to your workspace integration settings in ajan.
Enable the add-in
Find the add-in you want to enable and toggle it on.
Users can now sign in to the add-in from within their Microsoft application. Share the Excel add-in overview with your users so they know how to get started.
Enabling the add-in for dedicated deployments
Before you start, make sure you have Microsoft admin access to the Microsoft 365 Admin Portal and ajan admin access to your Workspace.
Setting up the Excel add-in involves three parts:
- A Microsoft admin deploys the custom app in the Microsoft 365 Admin Portal
- A ajan admin enables the Excel add-in in ajan as described above
- Each user opens the Add-in in Excel and signs in
After setup, users in the assigned Microsoft 365 target group can open the ajan Add-in directly from Excel.
Upload the custom app in Microsoft 365
This step must be completed by a Microsoft admin.
Open Integrated apps
Navigate to Settings > Integrated apps in the Microsoft 365 Admin Portal sidebar.
Upload the custom app
On the Integrated apps page, click Upload custom apps.
Configure the app deployment
In the New App Deployment window, select:
- App type: Office Add-in
- Upload option: Provide link to manifest file
- Manifest link:
https:///api/addin/dedicated/excel/manifest.xml
Click Validate. After the manifest file validates successfully, click Next.
Assign the target group
Choose who should get access to the Excel add-in, then click Next.
- Select Entire organization if every user in your Microsoft 365 tenant should get access.
- Select Specific users/groups if you want to roll out the add-in to a smaller group first.
- Select Just me only if you want to test the add-in before a wider rollout.
Finish deployment
Review the configuration and click Finish Deployment.
Confirm the Add-in appears
Confirm that the Add-in appears on the overview page.
Once deployment is complete, share the Excel add-in installation guide with your users so they can open the Add-in and sign in.