Open the sidebar and select “Import from…”
Select Excel from the list.
Select “From One Drive”.
Enter your username and password for your OneDrive account.
Once authentication has been confirmed - you can proceed with your Excel import. 😎
Schedule your Import, Snapshots, and Data Alerts
Prior to completing an import from Excel, you will need to connect/authorize Coefficient permissions to access your Cloud Storage (OneDrive or Google Drive). ☁️
Open the sidebar and select “Import from…”
Select Excel from the list.
Select “From One Drive”.
Enter your username and password for your OneDrive account.
Once authentication has been confirmed - you can proceed with your Excel import. 😎
Open the sidebar and select “Import from…”
Select Excel from the list.
Select “From Google Drive”.
Click “Authorize”.
Select the Google account you wish to connect to.
Grant Coefficient access by selecting “Allow”.
Once access has been given, you can now select your Excel file from Google Drive to import. ✅
<aside> 💡 If you've previously connected to your Google Drive, you will not be prompted to reauthorize - can select your import(s) directly.
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