Connecting to your Environment from Excel
Now that you have installed X-Author for Excel, you need to open Excel and connect X-Author to your environment. You can create multiple connections to your environment, switch between instances without leaving Excel, and revoke existing connections.
Connecting to Salesforce from Excel
Use the following process to connect to your Salesforce org.
To connect to Salesforce from X-Author Designer
Connecting to Microsoft Dynamics from Excel
Use the following process to connect to your Microsoft Dynamics instance.
To connect to Microsoft Dynamics from X-Author Designer
The X-Author Designer ribbon is fully enabled. Now you can start designing an app or using existing apps.
Connecting to Apttus Omni from Excel
Use the following process to connect to your Apttus Omni instance.
To connect to Apttus Omni from X-Author Designer
Adding More Connections
You can use X-Author for Excel to connect to multiple instances of your environment.
To add a connection
- Open Excel.
- In the X-Author Designer or X-Author for Excel ribbon menu, click Switch Connection and select Manage Connections. The Manage Connections window opens.
- Under the Create a New Connection section, enter the name for the connection.
- In the Login URL field, enter the URL you use to log in to your environment.
- Click Authorize. The login window opens.
- Enter your username and password in the provided fields to log in.
The X-Author Designer ribbon is fully enabled. Now you can start designing an app or using existing apps.
Switching Connections
If you have previously connected to an instance and now need to connect to a different instance, then you will need to switch connections because the connection will default to the instance you most recently connected to. Use the following procedure to switch to a different instance.
To switch connections
Revoking Connections
You can revoke the connection if you no longer need to connect to an instance. After a connection is revoked, you will no longer see that connection as an option when switching or managing connections.
To revoke a connection
- Open Excel.
- In the X-Author Designer ribbon menu, click Switch Connection and select Manage Connections. The Manage Connections window opens.
- Click the Revoke button next to the connection you want to remove. The Revoke Access confirmation window opens.
- Click Yes to confirm the action.
The connection is no longer available in X-Author.