Integration of Microsoft Excel to Adviser Cloud (Spreadsheets)
Plugins can be downloaded from within the adviser cloud toolbar as shown below or downloaded by the link provided here: https://plugin.advisorcloud.co.uk/EXCEL/setup.exe
Note: If you'd like further information on how to download the plugins please see our separate plugin article
Configure the plugin into the Quick Access Bar
Toolbar will have a circle icon - Shown below
How to use within Excel once plugin installed:
Step 1 - Save directly from Excel to a client’s file
Create or open an Excel spreadsheet in the programme and simply click file and then use the "save to cloud icon" as shown below.
Step 2 - Search for a client
Then Search for the relevant client within Adviser Cloud to Save the spreadsheet to.
Step 3 - Choose a folder
Choose an existing client folder, or create a new one to save spreadsheet to.
Step 4 - Final checks
Ensure you have chosen the correct client and the correct spreadsheet before you click the green save button.
You will then be shown a completion box like the one shown below.
Saved to Cloud
Your Spreadsheet is now saved into Adviser Cloud onto the selected client.