Microsoft Excel Add-In
Enables you to retrieve data from the Kareo service into Microsoft Excel where you can use the power of Microsoft Excel to analyze your data and build custom reports
Setup instructions
- Download the Kareo Microsoft Excel Add-In below and save it to your computer
- Open Microsoft Excel and click on the "Office" button (menu "File" for Excel 2010) located at the top left corner
- From the drop-down menu that appears, click "Excel Options"
- From the Excel Options dialogue box, click "Add-Ins" on the left column
- From the Add-Ins dialogue box, click "Browse"
- Navigate to where you saved the Kareo Microsoft Excel Add-In and select it to install it
System Requirements
- Microsoft Excel 2007 or 2010
- If you are using previous versions of Microsoft Excel, you must upgrade to Microsoft Excel 2007 or 2010 before you can install and use the Kareo Add-In for Microsoft Excel.
