Install the TermSheet Microsoft Excel Add-in to publish data from Excel to TermSheet
The TermSheet Add-in for Microsoft Excel can be installed into a user's Excel instance to publish the latest version any underwriting or cashflow model in real-time with the click of a button.
🔒 Permissions
Any user can install the Microsoft Excel Add-in.
💡 Things to Consider
Supported file types include: .xlsx, .xls or .xlsm
If you don’t see the Manage add-ins (or Manage Apps) button, you won’t be able to get add-ins for Excel. To get them, you’ll need Office 2013 or Office 2016 and Exchange 2013 or Exchange 2016, and your administrator needs to activate add-ins for Excel.
Once the TermSheet Add-in is installed to Excel, the next step will be to map the model to the deal in TermSheet.
⚙️ Steps
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In Excel, select Home, then select Get Add-ins on the ribbon.
Some versions may differ slightly, for example, select Insert, then Add-ins, then Get Add-ins
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On the Add-Ins for Excel page, browse for the TermSheet add-in by selecting All and scrolling through the list, or search for it by using the Search box.
Select Add. The TermSheet add-in is free from the Office Store.
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Once the add-in is installed, navigate to File, then Manage Add-ins or Manage Apps to turn the TermSheet Add-in on. When prompted to sign in, type the email address and password you use to sign in to Office programs.
