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Documentation Index

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This article guides you through the process of connecting Excel 365 to Upsolve, allowing you to seamlessly access your Excel 365 data within the Upsolve platform.

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Connecting Excel 365 to Upsolve

  1. Navigate to the data model page in Upsolve.
  2. In the side menu bar, click the “New Data Source” button to initiate the connection process.
  3. In the modal that appears, select “Excel 365” as your data source.
  4. Enter a name for your data source.
  1. Click the “Sign in” button to log in with your Excel 365 account. A pop-up window will appear, redirecting you to the Excel 365 login page.
  2. Click the “Accept” button which will create your Excel 365 data source.
Congratulations! You’ve successfully connected Excel 365 to Upsolve. You can now access and manage your Excel 365 data seamlessly within the Upsolve platform.