The simplest way to install Relm Pro for Excel is from Microsoft AppSource. AppSource handles updates automatically, works across Excel for Windows, Mac, and the web, and respects your organization's IT policy.
Before you start
- A Microsoft account for the Excel where you'll install the add-in.
- A Relm Pro account at relm.ai — you'll sign in with this from the add-in's taskpane after install.
- Excel 2019 or later on Windows or Mac, or current Excel for the web. Older versions don't run modern Office Add-ins.
Install
- Open Excel.
- Go to Insert → Get Add-ins (Windows) or Insert → Add-ins (Mac/Web).
- Search for Relm Pro.
- Click Add.
The add-in installs into your Excel and adds a Relm Pro button to the Home tab of the ribbon.
First open
- On the Home tab, click Relm Pro (in the Relm Pro group).
- The Relm Pro taskpane appears on the right side of Excel.
- The taskpane shows a Sign In button.
- Click Sign In — a Relm sign-in window opens.
See Sign in to the Excel add-in.
Org-wide deployment
If your IT or M365 admin manages add-ins centrally, they can deploy Relm Pro to your team via the Microsoft 365 admin center → Integrated apps. Once deployed, every user in the assigned group sees Relm Pro automatically.
This is the recommended path for teams of more than ~5 people. Talk to your account contact for the IT-deployment package.
Updating
Updates ship via AppSource. Most ride out without explicit user action — the next time you open Excel, you have the latest version. If you ever need to force a refresh, see Update / reload the add-in.
When AppSource isn't an option
If your organization restricts AppSource access (locked-down IT environments), you can sideload the add-in via a manifest file. See Sideload manifest.
Common issues
- "Add-in won't load." Excel sometimes caches an older bundle. Close and re-open Excel; if still failing, see Excel troubleshooting.
- "This add-in is not approved for your tenant." Ask your M365 admin to whitelist it via Integrated Apps.