---
title: "Installing the CFP Add-In for Excel 365"
description: "To be able to work with the CFP Add-in for Excel 365, you first need to install the add-in in MS Excel. After having successfully installed the add-in, you can connect the add-in to your Lucanet database."
source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/excel-integration/cfp-add-in/installing-cfp-add-in
language: en
last_updated: 2023-08-16
---
# Installing the CFP Add-in for Excel 365

## Overview

To be able to work with the CFP Add-in for Excel 365, you first need to install the add-in in MS Excel. After having successfully installed the add-in, you can connect the add-in to your Lucanet database.

{% warning-box %}
The Lucanet CFP Add-in for Excel can only be used with the **Consolidation & Financial Planning** solution in the **Lucanet CFO Solution Platform**.

The add-in {% u %}cannot{% /u %} be used with Lucanet.Financial Client.
{% /warning-box %}

## Installing the CFP Add-in for Excel 365 from the Add-Ins Store

To install the CFP Add-In for Excel 365 from the Excel Add-Ins Store:

{% stepper %}
{% stepper-step %}
Open MS Excel (in your browser or locally).
{% /stepper-step %}
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On the Excel ribbon menu, open the **Home** tab.
{% /stepper-step %}
{% stepper-step %}
Open the **Add-ins** drop-down menu and search for the **Lucanet CFP Add-in for Excel 365**.

Searching for the add-in in MS Excel

{% /stepper-step %}
{% stepper-step %}
Click **Add** to add the add-in.

{% /stepper-step %}
{% /stepper %}
After the installation, the add-in is displayed as a new ribbon menu in MS Excel:

CFP Add-in ribbon menu in MS Excel

## Installing the CFP Add-In for Excel 365 via Centralized Deployment

If you do not have access to the Excel Add-In Store due to your company's security settings, you can also install (or have installed) the CFP Add-In for Excel 365 via centralized deployment.

In this case, you can download a current manifest file for the CFP Add-In for Excel 365 [here](https://lnag.sharepoint.com/:u:/s/hubkm/IQCrBWkdkfUESq_76o4tuOGJAYpwT2aquCynVVFyrZAwFXw) and forward it to your IT administration, who can then install the add-in for you.

## 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:

{% stepper %}
{% stepper-step %}
Open the **Lucanet CFP Add-in** ribbon menu and click **Log in**.
{% /stepper-step %}
{% stepper-step %}
Copy the URL of your Lucanet database from the Lucanet CFO Solution Platform.
{% /stepper-step %}
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In the **Lucanet CFP Add-in** panel on the right-hand side, paste the URL and click **Login**.

{% /stepper-step %}
{% /stepper %}
CFP Add-in panel to enter database data