## Integrate Atlan with Microsoft Excel

URL: https://docs.atlan.com/product/integrations/collaboration/spreadsheets/how-tos/integrate-atlan-with-microsoft-excel

> The Atlan add-in for Microsoft Excel makes it easy to enrich metadata in bulk for your data assets in Atlan. You can use the Atlan add-in for both the web and desktop versions of Microsoft Excel.

The Atlan add-in for Microsoft Excel makes it easy to enrich metadata in bulk for your data assets in Atlan. You can use the Atlan add-in for both the web and desktop versions of Microsoft Excel.

Integrating Atlan with Microsoft Excel will allow you to:

- [Import column metadata](https://docs.atlan.com/llms/governance/integrations/update-column-metadata-in-microsoft-excel/llms.txt) for your data assets to Microsoft Excel
- [Update column metadata](https://docs.atlan.com/llms/governance/integrations/update-column-metadata-in-microsoft-excel/llms.txt) for your imported assets directly in Microsoft Excel
- [Download impacted assets](https://docs.atlan.com/llms/governance/integrations/download-impacted-assets-in-microsoft-excel/llms.txt) in Microsoft Excel

To integrate Atlan with Microsoft Excel:

- If your Atlan tenant is hosted on the standard domain `https://<your-tenant-name>.atlan.com`, you can either:
 - [Install and connect the Atlan add-in as an individual user](#set-up-the-add-in-as-a-user)
 - [Deploy and publish the Atlan add-in for your organization as a Microsoft 365 admin](#deploy-and-publish-the-add-in-as-an-admin)
- If your Atlan tenant is hosted on a custom domain `https://<your-tenant-name>.mycompany.com`, your Microsoft 365 admin will need to [configure the Atlan add-in using PowerShell](https://docs.atlan.com/llms/governance/integrations/configure-custom-domains-for-microsoft-excel/llms.txt)

## Set up the add-in as a user

:::warning Who can do this?
 Any individual in your organization with access to Atlan can install the Atlan add-in for Microsoft Excel. Your Atlan tenant must be hosted on the standard domain `atlan.com` to set up the add-in as a user.

:::

### Install Atlan in Microsoft Excel

To install the Atlan add-in directly in Microsoft Excel:

1. Open a new Microsoft Excel workbook.
2. From the upper right of the _Home_ tab, click the **Add-ins** button, and then from the dropdown, click **More Add-ins**.
3. In the _Office add-ins_ dialog, click **Store**.
4. In the search bar of your _Office Store_, type `Atlan` and press enter.
5. Select the **Atlan** add-in and click **Add**.
6. If you see a dialog asking for permissions, click **Continue** to proceed.

### Connect Atlan to Microsoft Excel

To connect Atlan with your Microsoft Excel workbook:

1. In the menu bar of your Microsoft Excel workbook, click the **Atlan** tab.
2. From the top left of the _Atlan_ tab, click **Setup** to set up Atlan in your Microsoft Excel workbook.
3. In the Atlan sidebar on the right, enter your Atlan tenant name - for example, `https://<your-tenant-name>.atlan.com`. If you have a custom domain, [additional configuration](https://docs.atlan.com/llms/governance/integrations/configure-custom-domains-for-microsoft-excel/llms.txt) will be required.
4. Click **Login** to connect Atlan to Microsoft Excel. If you haven't logged into Atlan, you will be prompted to enter your credentials - including SSO, if enforced in your organization. Once connected, you can either [enrich column metadata](https://docs.atlan.com/llms/governance/integrations/update-column-metadata-in-microsoft-excel/llms.txt) or [download impacted assets for lineage analysis](https://docs.atlan.com/llms/governance/integrations/download-impacted-assets-in-microsoft-excel/llms.txt).

Congrats on connecting Atlan with Microsoft Excel! 🎉

:::warning

For every new Microsoft Excel workbook that you create, you will need to follow the steps outlined above to connect Atlan to that workbook. The Atlan add-in will remain connected for all worksheets within an already connected workbook.

:::

## Deploy and publish the add-in as an admin

:::warning Who can do this?
 You will need your Microsoft 365 administrator to complete these steps - you may not have access yourself. Before you begin, you may need to [Determine if Centralized Deployment of add-ins works for your organization](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/centralized-deployment-of-add-ins?view=o365-worldwide).

:::

The Atlan add-in can be installed at the workspace level for:

- **Standard domains** - your Atlan tenant must be hosted as a subdomain of `atlan.com` to deploy the add-in using the steps below.
- **Custom domains** - if your Atlan tenant is hosted under a custom domain belonging to your organization, you will need to [configure the Atlan add-in using PowerShell](https://docs.atlan.com/llms/governance/integrations/configure-custom-domains-for-microsoft-excel/llms.txt).

To install the Atlan add-in directly in Microsoft Excel:

1. Sign in at [admin.microsoft.com](https://admin.microsoft.com/).
2. From the left menu of the admin center, click the **Settings** dropdown and then click **Integrated apps**.
3. On the _Integrated apps_ page, under _Deployed apps_, click **Get apps**.
4. In the top right of the _Microsoft 365 Apps_ published apps page, navigate to the search bar, type `Atlan` and press enter.
5. Select the **Atlan** add-in for Microsoft Excel and click **Get it now**.
6. If you see a dialog asking for permissions, click **Get it now** to proceed.
7. In the _Deploy New App_ dialog, enter the following details:
 1. In the _Add users_ page, for _Assign users_, you can either:
 - Click **Entire organization** to deploy the add-in to all users in your organization.
 - Click **Specific users/groups** to deploy the add-in to a subset of users in your organization. Use the search box to find specific users or groups.
 2. Click **Next** to continue.
 3. In the _Accept permissions requests_ page, the app capabilities and permissions of the apps are listed. If the app needs consent, select **Accept permissions**. Otherwise, click **Next** to continue.
 4. In the _Review and finish deployment_ page, review the deployment and click **Finish deployment**.
 5. Once deployment is completed, click **Done** to finish setup. Note that it can take up to 24 hours for an add-in to show up for all your users.

All your users will need to do next is [connect Atlan to Microsoft Excel](#connect-atlan-to-microsoft-excel)! 🎉

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