Connecting PlanSwift and Excel
Connecting to Excel links PlanSwift and PlanSwift Excel Integration into a live-link so that the powerful features in Microsoft Excel and PlanSwift can be utilized.
- Open PlanSwift and open the job that you want to link the PlanSwift Excel Integration
- Open Excel to the spreadsheet to which you want PlanSwift linked and click on the PlanSwift Ribbon-bar Tab
- In Excel, click on the Connect (green orb) icon
Once you are connected, the other PlanSwift Icons on the PlanSwift Excel Ribbon-bar will be available.
Disconnecting
- To disconnect from PlanSwift, click on the Disconnect (red orb) icon
Disconnecting does not break the link between PlanSwift and Excel, it just pauses the communication between the programs. Use Unlink to severe the connection completely.
Unlinking a Job
You can sever the connection between a PlanSwift Job and a linked Excel Workbook using the Unlink button.
The Unlink button on the Planswift Ribbon-bar Tab can also be used if you accidentally link two workbooks to one PlanSwift job.
With both programs running,
- Open the Job and workbook that are currently connected/linked
- In Excel, on the PlanSwift tab of the ribbon bar, click Unlink
You are asked to confirm twice. Once you confirm, all cells are unlinked, although their values remain in the Excel spreadsheet.
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