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# Microsoft Excel add-in

The Microsoft Excel add-in enables you to upload requirements, tests, and defects from Microsoft Excel directly to OpenText Application Quality Management.

In this topic:

## Install Microsoft Excel add-in

This section describes how to install the OpenText Application Quality Management Microsoft Excel add-in.

Note: To install this add-in for all users, you must log in with administrator privileges.

To install the add-in:

1. Before you install the Microsoft Excel add-in, make sure Microsoft Excel is installed on your machine. For details about Microsoft Excel support matrix, see Support Matrix.

2. Close Microsoft Excel.

3. Uninstall any previous versions of the Microsoft Excel add-in.

4. Download the ALM Microsoft Excel add-in from Marketplace. Follow the on-screen installation instructions.

5. After you install the Excel add-in, configure your Microsoft Excel security settings. For more information on configuring Excel security settings, refer to the Microsoft Excel documentation.

## ALM Excel Add-in tab

After installing the Microsoft Excel add-in, a new tab, ALM Excel Add-in, is added to Excel.

The tab contains the following fields and icons:

UI Element | Description
--- | ---
Login | Opens the login screen to log in to OpenText Application Quality Management. See Step 1: Log in for details.
Domain Project | Select a domain and a project under the domain where your Excel data is exported.
Logout | Logs out of your current session.
Open | Opens the file explorer to search for existing mapping files to use for mapping your Excel data. For details, see Step 2: Map data.
Mapping | Opens the Field Mapping dialog box. For details, see Step 2: Map data.
Validate | Validates your Excel data. For details, see Step 3: Validate data.
Upload to ALM | Uploads your data to the project that you are logged in to.
Help | Opens the help document of this add-in.

## Format Excel data

Before you can upload requirements, tests, and defects from Excel to OpenText Application Quality Management, you must format the Excel data. For details, see Format Excel data.

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