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Kareo Help Center

Install Microsoft Excel Add-In

The Kareo Add-In service allows you to use Microsoft Excel to analyze your data and build custom reports. To use the feature, download and install the Kareo Add-in and configure the security settings. 

System Requirements

  • Windows XP, 7, 8, 8.1, or 10 (not supported by Mac)
  • Microsoft Excel 2007, 2010, or 2013
  • If you are using a previous version of Microsoft Excel, you must upgrade to Microsoft Excel 2007, 2010, or 2013 before you can install and use the Kareo Add-In for Microsoft Excel.

Download the Add-In

  1. Click the appropriate link to download the Kareo Add-In for your operating system.
  1. Open and save the Kareo Add-In file on your computer.

 

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Install Kareo Add-In

  1. Open a Microsoft Excel document.

Excel 2010 and 2013

  1. Click File in the upper left corner. The Info page opens.
  2. Click Options on the left menu. The Excel Options window opens.
  3. Click Add-Ins on the left menu. The View and manage Microsoft Office Add-ins window opens.

Excel 2007

  1. Click the Microsoft Office button in the upper-left corner. The Office Menu window opens.
  2. Click Excel Options at the bottom of the window.
  3. The Excel Options window opens.
  4. Click Add-Ins on the left menu. The View and manage Microsoft Office Add-ins window opens.

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  1. Click the Manage: drop-down arrow and select Excel Add-ins from the list.
  2. Click Go. The Add-Ins window opens.
  3. Click Browse. Your computer's Browse window opens.
  4. Find and double click on the saved Kareo Microsoft Excel Add-In file on your computer. The Add-Ins window re-opens.
  5. Check the box next to the Kareo add-in on the Add-Ins available: list.
  6. Click OK. The Add-Ins window closes.

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  1. Close and re-open Microsoft Excel. The Add-Ins tab displays on the top menu.
  2. Click the Add-Ins tab. Available add-ins display.
  3. Verify that the Kareo add-in displays.
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Configure Add-In Settings

Before using the Kareo Add-In for the first time, the settings must be configured in Excel. Part of this process includes entering a special Customer Key as an added measure for securing your data when accessed outside of the Kareo application.

Get Customer Key

  1. Log into Kareo PM.
  2. Click Help on the top menu and select Get Customer Key. The Get Customer Key page opens.
  3. Your Customer Key displays in the middle of the page.

 

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 Configure Login Settings

  1. Open an Excel document.
  2. Click the Add-Ins tab on the top menu. Available add-ins display.
  3. Click the drop-down arrow next to the Kareo add-in and select Configure Login Settings. The Kareo Configure Login pop-up window opens.
  4. Enter your Customer Key and Kareo application login and password in the appropriate fields.
  5. To save your login information for future sessions, check the "Remember" box next to each field.
  6. Click Continue. The Kareo Configure Login pop-up window closes and the settings are configured.

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Learn how use the the Kareo Add-In to build and run custom reports in our Building Custom Reports - Microsoft Excel Add-in Guide.

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