Company settings > Add-ins.
Overview
- Excel add-in for loading data, refreshing reports, and uploading directly in Excel
- Google Sheets add-in for Fyvel data, Fyvel reports, and uploads directly in Google Sheets
- Add-in API key for authentication
- Setup via
Company settings > Add-ins
Excel add-in
With the Excel add-in you can load master data, financial data, and Fyvel reports into a workbook, refresh them, and use them in reporting templates.- Marketplace link: Office Marketplace
- Authentication with your Fyvel email, organisation UUID, and the add-in API key
- Upload values into booking layers directly from Excel
Google Sheets add-in
With the Google Sheets add-in you can load and refresh Fyvel data and Fyvel reports directly in Google Sheets.- Marketplace link: Google Workspace Marketplace
- Authentication with your Fyvel email, organisation UUID, and the add-in API key
- Direct access to Fyvel data and Fyvel reports in Google Sheets
- Upload values into booking layers directly from Google Sheets
Setup
- In Fyvel, open
Company settings > Add-ins. - Generate a new add-in API key there.
- In the add-in, enter:
- your Fyvel email
- the organisation UUID
- the add-in API key
- Then load or refresh data and reports directly in the add-in.
Fill booking layers from an add-in
With both add-ins you can upload values into a booking layer in Fyvel. That is useful when you maintain plan, forecast, or other modelled values in a spreadsheet and then want to use them in Fyvel reports. The step-by-step guide is under Upload values to booking layers. More on booking layers and snapshots is on Booking layers & snapshots.Credentials
For setup you need:- your Fyvel email
- the organisation UUID from
Company settings > General - the add-in API key from
Company settings > Add-ins