PEFO Excel Add-In User Guide

PEFO Excel Add-in can be used for generating customized reports based on the available data.

Step 1 – Install PEFO Add-In for Excel

1. Login to Office365 Admin Console

2. Access “Admin”

3. On Admin Center click “Integrated Apps”

4. On “Integrated Apps” screen click “Upload Custom Apps”

5. In pop-up “Upload Apps to Deploy” select “Provide Link to manifest file”

6. Enter the URL: For example: https://pefotest.sumantrasolutions.com/version5/excel_addin/manifest_pefo_exceladdin.xml

7. Click Validate

8. Click Next and select Target User Group (All)

9. Click Next and complete Deployment

10. After 1-2 hours the add-in will be available in Excel to Add

a.       Open a new Excel

b.      From menu select Insert->Add Ins->Get Add-Ins

c.       In Office Add-Ins pop-up click on “Admin Managed”

d.      Select “PE Front Office” add-in and click Add

Step 2 – Login to PEFO Add-In for Excel

1. Once the user has installed the Add-In, the PEFO icon with ‘Connect to PEFO’ will be visible on Home Tab when an Excel workbook is opened.

2. Click on ‘Connect to PEFO’, the Login screen will pop up.

3. Enter the ‘Username’, ‘Password’ and ‘PEFO URL’ to login to the dedicated instance.