Installing the CFP Add-in for Excel 365
Last updated on 2025-07-08
Overview
To be able to work with the CFP Add-in for Excel 365, you first need to install the add-in via a file in MS Excel. After having successfully installed the add-in, you can connect the add-in to your Lucanet database.
This article contains the following sections:
Installing the CFP Add-in for Excel 365
Proceed as follows:
- Open MS Excel in your browser.
- On the Excel ribbon menu, open the Start tab.
- Open the Add-ins drop-down menu and click More Add-ins.
'More Add-ins' command in MS Excel - In the subsequently displayed dialog, open the Admin managed tab and click Upload My Add-in.
'Upload my Add-in' option in the 'Admin Managed' tab - In the Upload Add-in dialog, click Browse. A new dialog to choose a file is displayed.
- Enter the following file into the File name field and click Open: https://static.platform.lucanet.cloud/static/excel-addin/contents/manifest.xml
- In the Upload Add-in dialog, click Upload to add the add-in.
After the installation, the add-in is displayed as a new ribbon menu in MS Excel:
Connecting the CFP Add-in for Excel 365 to Lucanet
Proceed as follows to connect the CFP Add-in for Excel 365 to your Lucanet database:
- Open the Lucanet CFP Add-in ribbon menu and click Log in.
- Copy the URL of your Lucanet database from the Lucanet CFO Solution Platform.
- In the Lucanet CFP Add-in panel on the right-hand side, paste the URL and click Login.
