Overview<\/h3>\n\nYou can fetch and save data in TopTeam Repository from an Excel sheet using TopTeam Excel Add-in.<\/p>\n
Once the data is fetched, it can be updated offline in the Excel sheet and can later be saved back into TopTeam.<\/p>\n<\/div><\/div>\n
\nWho should read this? <\/h3>\n\n\n- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Preparations<\/h3>\n\n\n- Download and extract TopTeam Excel Add-in utility provided by TechnoSolutions in a separate folder.<\/li>\n
- Place the “TopTeam_Excel_Add-in.xlam” file present in the folder where TopTeam Excel Add-in utility is extracted at the following location: for example,<\/li>\n<\/ol>\n
“C:\\Users\\AppData\\Roaming\\Microsoft\\Excel\\XLSTART”<\/strong><\/p>\n<\/div><\/div>\n\nPrerequisites<\/h3>\n\n\n- TopTeam Web Server should be installed and running to fetch data from TopTeam Repository.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open Microsoft Excel sheet and go to the TopTeam tab<\/h3>\n\n![\"wpid21782-wpid-media_1452242803989.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 2. Fetch records from TopTeam Repository<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. "Fetch Records from TopTeam" wizard opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Connect to TopTeam REST Server<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 5. Specify login credentials<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 6. Select Project and Record Type for which you want to fetch records<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. Select the fields to be included<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Choose an option as per your need<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 9. Specify filter criteria (optional)<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n Step 10. Click Finish<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 11. Records are fetched into the Excel sheet<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 12. Add or modify records in Excel sheet<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 13. Save modifications to TopTeam Repository<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 14. "Save Records to TopTeam" wizard opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 15. Specify actions to be performed while processing records<\/h3>\n
You can fetch and save data in TopTeam Repository from an Excel sheet using TopTeam Excel Add-in.<\/p>\n
Once the data is fetched, it can be updated offline in the Excel sheet and can later be saved back into TopTeam.<\/p>\n<\/div><\/div>\n
Who should read this? <\/h3>\n\n\n- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Preparations<\/h3>\n\n\n- Download and extract TopTeam Excel Add-in utility provided by TechnoSolutions in a separate folder.<\/li>\n
- Place the “TopTeam_Excel_Add-in.xlam” file present in the folder where TopTeam Excel Add-in utility is extracted at the following location: for example,<\/li>\n<\/ol>\n
“C:\\Users\\AppData\\Roaming\\Microsoft\\Excel\\XLSTART”<\/strong><\/p>\n<\/div><\/div>\n\nPrerequisites<\/h3>\n\n\n- TopTeam Web Server should be installed and running to fetch data from TopTeam Repository.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open Microsoft Excel sheet and go to the TopTeam tab<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2. Fetch records from TopTeam Repository<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. "Fetch Records from TopTeam" wizard opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Connect to TopTeam REST Server<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 5. Specify login credentials<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 6. Select Project and Record Type for which you want to fetch records<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. Select the fields to be included<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Choose an option as per your need<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 9. Specify filter criteria (optional)<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n Step 10. Click Finish<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 11. Records are fetched into the Excel sheet<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 12. Add or modify records in Excel sheet<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 13. Save modifications to TopTeam Repository<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 14. "Save Records to TopTeam" wizard opens<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 15. Specify actions to be performed while processing records<\/h3>\n
- \n
- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Preparations<\/h3>\n
\n- \n
- Download and extract TopTeam Excel Add-in utility provided by TechnoSolutions in a separate folder.<\/li>\n
- Place the “TopTeam_Excel_Add-in.xlam” file present in the folder where TopTeam Excel Add-in utility is extracted at the following location: for example,<\/li>\n<\/ol>\n
“C:\\Users\\AppData\\Roaming\\Microsoft\\Excel\\XLSTART”<\/strong><\/p>\n<\/div><\/div>\n
\nPrerequisites<\/h3>\n
\n- \n
- TopTeam Web Server should be installed and running to fetch data from TopTeam Repository.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open Microsoft Excel sheet and go to the TopTeam tab<\/h3>\n
\n\nStep 2. Fetch records from TopTeam Repository<\/h3>\n
\n\nStep 3. "Fetch Records from TopTeam" wizard opens<\/h3>\n
\n\nStep 4. Connect to TopTeam REST Server<\/h3>\n
\n\nStep 5. Specify login credentials<\/h3>\n
\n\nStep 6. Select Project and Record Type for which you want to fetch records<\/h3>\n
\n\nStep 7. Select the fields to be included<\/h3>\n
\n\nStep 8. Choose an option as per your need<\/h3>\n
\n\nStep 9. Specify filter criteria (optional)<\/h3>\n
\n\nStep 10. Click Finish<\/h3>\n
\n\nStep 11. Records are fetched into the Excel sheet<\/h3>\n
\n\nStep 12. Add or modify records in Excel sheet<\/h3>\n
\n\nStep 13. Save modifications to TopTeam Repository<\/h3>\n
\n\nStep 14. "Save Records to TopTeam" wizard opens<\/h3>\n
\n\nStep 15. Specify actions to be performed while processing records<\/h3>\n
- TopTeam Web Server should be installed and running to fetch data from TopTeam Repository.<\/li>\n<\/ul>\n<\/div><\/div>\n