- Create a Velixo connection in an Excel workbook.
- Save the workbook that contains the Velixo connection as an Excel template.
- Open that template to start a new Excel workbook for which you need a Velixo connection.
Read below to learn how to create a Velixo connection and save a workbook as an Excel template.
Create a Velixo connection
Click the Connection Manager button in the Velixo ribbon, then click Add Connection. Enter a unique Name for the connection, since you will use this name later as you build formulas.
Learn more in Connection Manager.