Loading/Installing the Add-in

• Your company may have disabled add-ins. Contact your Microsoft 365 administrator to enable access. See Centralized Deployment (analysisplace.com) and Manage Add-ins https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center

Cannot add the add-in
The "Excel-to-Word Document Automation" add-in does not appear in the Office Store

• Our add-in will only appear in the Office Store (Office Ribbon > Insert > Add-ins > Get Add-ins) if your system is compatible.
• Our add-in requires Microsoft/Office 365 or Office 2019 or newer.

• This error occurs when trying to open the add-in. It indicates that network communications to Microsoft or AnalysisPlace servers are likely blocked by your company firewall. Contact your IT administrator to try to unblock communications from the add-in to remote servers via the Internet.

Linking, Submitting, and Updating

Source Items in Excel must be named and items to be updated in Word/PowerPoint must be linked prior to performing a successful Update.

See the "List" tab in Excel and the "Link" tab in Word and PowerPoint for instructions on how to link. Also see the "Insert Sample Content" to see how sample content is linked and updated.

Common issues are caused by incorrect use of the "Item Name Prefix" and not submitting from Excel.

Connection ID issues

You don't need to view/enter a Connection ID if you are signed into either Office or the add-ins 

• Most users can ignore the Connection ID. It is only needed if you are not signed into Office and the add-in. It is to ensure a connection between Excel and Word/PPT.
• You should only need to enter the Connection ID if the Connection Method is '5-Digit'. It means you are not signed into the Microsoft Office App. 
• The 'Connection Method' (either OfficeID or 5-digit ID) must be the same in Excel and Word/PPT. If it isn't, then it means you are signed into the Office apps differently. Sign into Office in both apps. Your name should appear in the upper-right corner of both Office apps.
• If you cannot enter a Connection ID into the Word/PPT add-in and it doesn't match the Connection ID in Excel, then ensure you're signed into Office Word/PPT, then reload the add-in (click 'Reload' from the menu in the top-right of the add-in).

• Also, try to reload the Excel add-in first, then the Word add-in (click 'Reload' from the menu in the top-right of the add-in).

• Make sure each of the named content items (range names, charts, shapes, etc.) in Excel starts with the "Item Name Prefix" (for example "r_"). 
• See "How to Name Content" on the "List" tab of the add-in.
• On the "List" tab of the add-in, click "List/Manage Items" to see which items are named with the prefix.
• Make sure each of the named content items in Excel STARTS with the "Item Name Prefix", for example "r_".
• The "Item Name Prefix" is on the "Submit" tab in Excel.

• Ensure the "Item Name Prefix" only contains a short prefix, like "r_".
• And does NOT contain the entire item name (for example, Item Name Prefix "r_CustomerName" would only submit a single item).

• Under the "List" tab in the add-in in Excel, click on "List/Manage Items" to see what you are submitting from Excel. From the "Submit" tab in the Excel add-in click "Submit" to send content. On the "Link" tab in Word or PowerPoint click "Get Excel Content". Word/PowerPoint should import/receive the same number of items submitted from Excel.
• If Word/PowerPoint doesn't receive items submitted from Excel:  
  • Some computers (Macs) require entry of a Connection ID in the Word or PowerPoint add-in on the "Update" tab. The Connection ID should be the same on each add-in. You can find it on the Submit tab in Excel and Update tab in Word and PowerPoint. If it is blank in Word or PPT, please fill in the one found in Excel.
  • Try to sign in. Sign in on Excel first, then Word or PPT.
  • Try to reload the add-ins: see top-right corner of the add-in. Then resubmit in Excel and "Get Excel Content" from Word or PowerPoint

• Each Submit overwrites prior submits.
• Resubmit content from Excel and on the "List" tab. On the "Link" Tab in Word or PPT, click "Get Excel Content", then click "List Links (All Controls)" to make sure the correct information is listed.
• Ensure you are signed in the same way in both add-ins that you are using. 
• It is possible that Excel is submitting using "Cloud Transfers", but Word is importing using "Direct Transfer" (or vice-versa. Ensure the "Transfer/Upload Settings" match. Or try changing the "Transfer/Upload Settings" settings. "Transfer/Upload Settings" are found at the bottom of the "sign-in" page of the add-in.

• Ensure you "Submit" current content from Excel, then on the "Link" tab in Word/PowerPoint, click "Get Excel Content", then to troubleshoot link issues:
• In Word: Use the tools under "Existing Content Controls" and "Appearance of Content Controls" > "Show All" to see the link status of all items.
• In PowerPoint: Select a shape to see if it is linked and/or "List all Linked Shapes". And after the update, on the Link tab of the original pptx, see list of updated items.

Other Issues

• Ensure that you are signed into the add-in. Your name should appear in the bottom-right of the add-in.
• Signing into the add-in will make sure you have the proper usage limits for your account. If you are signed in and it is still showing "Limit Exceeded", you can check your usage by clicking on your name at the bottom right hand corner of the add-in. Under Account Summary you can see your subscription details. You can also check your Data Usage further down the page. You may need to upgrade your subscription to meet your usage needs.

• See Office Ribbon > Trust Center > Trust Center > Trust Center Settings… > File Block Settings.  Ensure that "Save" is not checked for the file type.

• On the account tab (click bottom of add-in), under "Transfer/Upload Settings", adjust the settings there.
• If you have a business account, it is possible your administrator has disabled Uploads in the AnalysisPlace admin portal.