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Direct Connect / BankTrends Integrated App Installation

Step 1

Tony Norton avatar
Written by Tony Norton
Updated over 4 years ago

  1. While signed into a Microsoft 365 administrator account, navigate to the following URL: https://admin.microsoft.com/Adminportal/Home?source=applauncher#/Settings/IntegratedApps

  2. Click on "Upload custom apps"

  3. Select "Provide link to manifest file” then click the validate button. Link: https://idcx-tp.spotlight-financial.com/ExcelAddin/manifest.xml

  4. Assign users and click next.

  5. Accept permissions and click next.

  6. Finish deployment and verify the application successfully deployed.

  7. Users will now be able to access the Direct Connect ribbon from the Excel (Windows desktop version of Excel). From the DirectConnect ribbon, click on the Show Taskpane icon to begin working with the add-in.

  8. Some Microsoft 365 configurations will require a final step to deploy the add-in. If the DirectConnect ribbon does not deploy automatically in Excel, further instructions are available here.

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