Excel Add-in
Install the Relm Pro add-in for Microsoft Excel, sign in, and round-trip data.
Install & sign in
Get the add-in onto your Excel and sign in.
Install Relm Pro for Excel from AppSource
The official, recommended path to install the Relm Pro Excel add-in via Microsoft AppSource — for Windows, Mac, and Excel for the web.
Sideload the manifest (Windows / Mac)
When AppSource isn't available, install the Relm Pro Excel add-in by pointing Excel at our manifest XML directly.
Sign in to the Excel add-in
How the Excel add-in's sign-in works, and why it doesn't ask for your password inside the taskpane.
Using the add-in
Pull Relm data into your sheet and push edits back.
Taskpane navigation
A quick orientation to the Relm Pro taskpane in Excel — what each section does, and how to switch between properties.
Import All Data
One click in the taskpane and your workbook has the property's research sections and 10-year pro-forma, with formulas live.
Pro-forma in Excel
Working with the imported pro-forma in Excel — formulas, named ranges, and what to watch for when you re-import or push back.
Push-back to cloud
How to push pro-forma edits from the Relm Excel add-in back to your property workspace — what gets pushed, the conflict check, and the round-trip with the cloud.
Troubleshooting
When the add-in won't load or behaves unexpectedly.
Still need help?
Our team usually responds within one business day. Tell us what you're trying to do and we'll get you unstuck.