Installation

Please request access to the beta version by contacting the Joiin support team at support@joiin.co

Once you have been given access by our support team you will see the Excel Add-in menu item at the bottom of the main left menu. Click on this item to bring up the installation page.

Next choose one of the options to install the Add-in - you can choose to install it on Desktop Excel or Excel Online. Click on the desired option to start the installation procedures.

Follow the on-screen procedures to install the Add-in. Once installed you will see an additional tab at the top for the Joiin add-in. Click on this any time to access the Joiin Add-in app which will appear on the right-hand side..

The add-in to the right will display the start screen. Now you must install an API key to get up and running.

Installing Keys

Once installed you have to enter an API key to get up and running. Your API key can be found by logging onto Joiin and selecting API Access from the top right account menu (or follow the link in the add-in start screen).

If you do not already have an API key click on the Generate API Key button to generate one. A key will be generated and validated.

Copy the key to your clipboard by clicking on the copy icon. Then paste this key into API Key field of the Excel Add-In start screen. Click on Connect and Start Building and you are ready to go.

You will see a list of available formulas which can be used to pull Joiin data into Excel.

Adding/Changing Keys

If you are running a multi-client Joiin environment - or if you need to switch Joiin accounts - you can add additional keys by clicking on the cog icon at the top right. 

There you can add another API key by clicking on Add API Key - or you can edit or delete existing keys.