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Navigating the Excel Add-In
Navigating the Excel Add-In
  • 🏅Best Practices
  • 📚My books are closed - what do I do?
  • ⏬Installing the Drivepoint 2.0 Add-In
  • ☝️Core Functions of the Drivepoint Add-In
    • 📺Intro: Video Walk-Through
    • 🔓Signing In
    • 🏠Home
    • ⬇️Import Data
      • 🗺️Mapping Financial Accounts
    • 📅Model Roll Forward
      • ❓Help! I accidentally rolled forward?!
    • ☁️Sync to Drivepoint
    • ⁉️Scenario Planning ("Create New Plan")
    • 📈Import Plans to Compare in SmartModel™
    • ❓FAQ on the new Add-In
  • 🔐Permissions
    • 🫂Creating and Managing Groups
  • 🗑️Removing the old Add-In "Drivepoint Legacy"
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  • Step by Step Instructions
  • OR follow along the Video Tutorial.

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Installing the Drivepoint 2.0 Add-In

The Drivepoint Add-In is your interface between your SmartModel™ and the Drivepoint Web-App and Data Warehouse.

PreviousMy books are closed - what do I do?NextCore Functions of the Drivepoint Add-In

Last updated 26 days ago

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Step by Step Instructions

  1. Open your SmartModel™ or any plan in Excel

  2. Click on the "Home" ribbon

  3. Click on "Add-Ins" on the far right of the Home ribbon

  1. Click on "More Add-Ins" on the bottom right of the drop-down

  1. Search for "Drivepoint Beta" in the Search box

  1. Click on "Add" for the Drivepoint Beta Add-In

  1. Accept the Terms & Conditions

  2. The Drivepoint Add-In should now show up in your Excel ribbon and you can log in with your Drivepoint account🎉

P.S. If you are on Desktop Excel you might experience difficulties with logging in with your Google account. In the you can hold the "Option" key and click on your icon on the top right to merge your accounts and login via email in the Desktop Add-In since we will now recognize your Google account as a manual way of logging in.

OR follow along the .

⏬
Drivepoint Web-App
Video Tutorial
Find the "Add-Ins" button on the far right