Microsoft Excel Integration

Getting Started

Integration of Microsoft Excel to Adviser Cloud (Spreadsheets)

Download Link

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

Settings

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.

Completion Box

 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.

 

 

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