Velixo NX is designed for use with Excel 365 for Mac and Excel Online.
If you use Excel for Windows, please install Velixo Reports.
If Velixo Reports has never been used on this tenant, it is necessary to first configure the inquiries needed by Velixo NX by either connecting to the tenant using Velixo Reports or by installing the Acumatica Customization Project.
Adding Velixo NX to Excel 365 for Mac or Excel Online
After starting Excel and creating a blank workbook, go to the Insert ribbon and select Office Add-ins:
From the Office Add-ins screen, search for Velixo:
When the Velixo add-in is displayed, click on the Add button:
The Velixo button will then be added to Excel’s Home ribbon:
Click the Velixo button to activate the Add Connection pane, and then click the Add Connection button.
The Add Connection pane includes the following:
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: