Installing and Configuring Velixo NX
for Excel for Mac, Excel Online, and with Sage Intacct
Harry Lewis avatar
Written by Harry Lewis
Updated over a week ago

Velixo NX is designed for use with Excel 365 for Mac, Excel Online, and Sage Intacct. If you use Excel for Windows with other ERPs, please install


Administrators:

Velixo Classic has never been used on your ERP tenant, it is necessary to first configure the inquiries needed by Velixo NX by either connecting to the tenant using Velixo Clasic or by installing the Acumatica Customization Project.



Adding Velixo NX to Excel

After starting Excel and creating a blank workbook, go to the Insert ribbon and select the button for getting new add-ins for your Excel:

From the Office Add-ins screen, search for Velixo NX:

When the Velixo add-in is displayed, click on the Add button:

NX_install3.png

On the License Terms and Privacy Policy screen, click Continue:

NX_install4.png

The Velixo NX ribbon will appear in the Excel toolbar...

...and the Velixo NX button will be added to Excel’s Home ribbon:

Configuration

From the Velixo NX ribbon, click Connection Manager:

In the Connection Manager side panel, click the + Add button.

When adding a connection for Acumatica, Cegid XRP Flex, JAMIS Prime, MYOB Advanced, or Haute X360, the side pane includes the following:

  • Name: This is a friendly (and preferably short) name for the connection, which must be unique. This name will be used later when building formulas that refer to it.

  • URI: The base URL to your ERP website. This must include the protocol (http:// or https://) and subfolder (if any).

    Example: https://mycompany.com/erp.

    NOTE: only the root address should be entered; if you copy-paste from your web browser address bar, do not include Frames/Login.aspx?ReturnUrl=%2f

  • Tenant: The tenant to which you want to connect (Velixo NX only supports multi-tenant ERP instances).

  • Username/Password: The username and password that are used to connect to your ERP account.

  • Remember Password: Check this box to save the password. If you decide to save the password for the connection, the password will not be saved within the Instead the password is saved to your Velixo user profile and encrypted with the Windows Data Protection API (DPAPI).

  • Connect: Click this button to attempt the connection and save it if successful.

When adding a connection for Sage Intacct, the side pane includes the following:

  • Name: This is a friendly (and preferably short) name for the connection, which must be unique. This name will be used later when building formulas that refer to it.

  • Company ID: the Company within Sage Intacct from which this connection will retrieve data.

  • Username/Password: The username and password that are used to connect to your Sage Intacct.

Once Velixo NX has been added to your Excel 365 and you have established a connection to your supported ERP data, you are ready to enter Velixo functions in your workbook:

NX_install8.png

Note for Mac users:

Mac OS requirements: Monterey (version 12.1) or higher

Due to browser restrictions (the extensibility framework on Excel for Mac uses Safari behind the scenes), the Acumatica website that you connect to must be accessible over the public internet, with no VPN requirement.

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