Get Access to JustPerform 365 Connector
Prerequisites
For JustPerform Web
JustPerform Web is a public cloud platform that can be accessed over the internet with any browser by accessing the public URL: https://active.justperform.com
For JustPerform Excel Add-in
Desktop Excel versions: 2016 and above / Microsoft 365 Excel.
Online Excel.
Operating System: Windows and iOS.
Devices: Tablets, desktops, laptops.
Enable the JustPerform Excel Add-in
JustPerform Excel Add-in does not require any client installation on the user machine. The Excel Add-in has the flexibility to be used with desktop Excel or online Excel. It can be installed on any user machine by enabling it from the Microsoft Store, as long as the user has a licensed Microsoft account to open Excel. Follow the steps below:
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In Excel, click Home > Add-ins > Get Add-ins.
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In the Office Add-ins dialog box, select the STORE tab and search for JustPerform using the search box. Then, click Add.
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In the JustPerform dialog box, click Continue.
JustPerform Excel Add-in gets installed.
Note: Follow the same steps to enable the add-in on online Excel.
Log into JustPerform Excel
Once the add-in is enabled, JustPerform 365 Office Connector is accessible from the Home menu of Microsoft Excel.
Note: Use the same credentials for logging into JustPerform Excel Add-in as used in JustPerform Web.
To log in to JustPerform Excel:
Click on the JustPerform Add-in to open the login pane.
Enter the email address and password to successfully log in to the home pane.
Note: If SSO-enabled, after entering the email address and continuing, the user will be automatically navigated to the home pane.
Set Up Connections
By default, users can select to choose from Active (Live/Production) or Pilot system instances while logging into the system. If required, other instances can be added by clicking on the down arrow beside the connection name, then clicking on Create New, providing the instance URL and connection name, and saving.