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Integrations & Add-ins
Everything you need to know to setup and use TermSheet integrations and add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
- Install the TermSheet Add-in for Microsoft Excel
- Link a Model in Excel to a Deal in TermSheet
- Generate Excel Model from a Deal in TermSheet
- Link Time Series Data to a Deal in TermSheet
- Add or Edit Time Series Values in TermSheet
- Best Practices for the Excel Add-In
- Shortcut the Mapping Process on Model Templates via Excel Cut and Paste