Installing the Aumni Plugin for Excel

Skip ahead to:

  1. Installation video guide
  2. Adding the Plugin
  3. Downloading the Plugin from AppSource

With the Aumni Plugin for Excel, you can instantly power your proprietary reports, models, and other spreadsheets with your Aumni data. Eliminate the need to navigate between Aumni and Excel, reducing tedious data entry, manual error, and time spent on recurring tasks.

Once you've added the Aumni Plugin for Excel to your subscription, you can download Aumni's Excel add-in directly from the Microsoft AppSource store and begin using it same-day.  

To get started, watch the installation video below or follow the guide steps. 

Learn how simple it is to install the Plugin for Excel:

Adding the Plugin

From your Home:

Log in to Excel with your Microsoft account. From your Home, click Add-ins.

Select More Add-ins. Go to Microsoft AppSource


From your Menu bar:

You can also go to Insert-> Add-Ins -> Get Add-ins


Downloading the Plugin from AppSource

Search for 'Aumni' in the search bar.

Select Get it now.

Click Open in Excel. You may have to accept the privacy policy. 

From Excel, click Allow and Continue. 

 Click Login.

Log in using Aumni account credentials.

Having trouble accessing? Email or your Customer Success Manager. 

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