Installing Velixo NX

Created by Harry Lewis, Modified on Mon, 10 Jun 2024 at 03:37 PM by Harry Lewis

Applies to:

  1. Excel 365 (recent version) or Excel for Mac 2021 (or newer) 
  2. Every ERP supported by Velixo


Installation steps


Installing Velixo NX is a self-service process that should only take one minute.


  1. Open Excel and create a new blank worksheet


        2. Depending on your version of Excel, click one of the following Add-in buttons:


Excel editionAdd-in button
Excel for Windows

(desktop edition)

Navigate to the Home tab, then click Add-ins

or in earlier versions: Navigate to the Insert tab, then click Get Add-ins
Excel for Mac

(desktop edition)


Navigate to the Insert tab, then click Store


Excel Online

(used within your web browser)

Navigate to the Home tab, then click Add-ins
or in earlier versions: Insert > Office Add-ins

 

        3.  In the Add-in screen, search for Velixo



        4.  Click Add 


        5. Review the License Terms and privacy policy links, then click Continue





        6. Microsoft requires that you log in to your Microsoft Account for activating add-ins added from the Microsoft Store.  

            In the Velixo NX side panel, click Sign in with Microsoft

 


If you experience any issue in connecting to your Microsoft Account, Velixo NX provides an alternative method for activating the add-in.  Click the provided link:


Enter your email address and click the Get code button:




A one-time code will be sent to your email...


Enter that code into the Velixo NX side panel and then click the Validate button.





The Velixo NX ribbon will then appear in the Excel toolbar.



Note: 

If the Velixo NX ribbon does not appear, navigate to the Home ribbon, and click the Velixo button in the Velixo NX section. 




Velixo Classic

You can have both Velixo Classic and Velixo NX installed within the same installation of Excel.  Velixo NX will simply automatically defer all functionality to Velixo Classic.


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