How To Install the Unito Add-in for Microsoft Excel

Before you can sync data out of your Excel spreadsheets, you’ll need to install the Unito add-in. Here’s how.

To use this integration, you’ll need to install the Unito add-in for Excel. Add-ins let you do more with your spreadsheets, and you need to install this for Unito to work.

1. Start by going to the top of your spreadsheet. Click on File, then Get Add-ins.
2. In the next screen click STORE and type Unito into the search box.
3. Click Add and follow the on-screen instructions to install the Unito add-in.

How to use the Unito add-in for Excel

Once the Unito add-in is installed, you can access it at any time.

1. Select Home

2. Click the ellipsis (three dots) on the right-hand side of the ribbon and select Open Unito.

3. Note: you’ll need to be using a single-line ribbon. If you’re using the classic ribbon, expand your window first until you see the Open Unito button.

4. Now, select Insert Two Columns Into This Sheet.

Unito will automatically add columns called UnitoID and Last Modified. Without these columns, your data will stop syncing with Unito. If you’d like, you can hide them, but don’t modify or delete those columns.

Quick summary of best practices for this Excel integration

• Use the first row as a header. Give each cell descriptive names to match with fields in your other tool (e.g., title,  priority, due date, etc.).
• Freeze the first row and hide the UnitoID and Last Modified columns created by Unito to prevent issues with your synced data.
• If you update cells in your header row (e.g. cell B1), the data in the matching columns (e.g. column B) won’t sync unless you also change the field mappings in Unito to match these updates.