How To Install Office Connect

 

Workday/Adaptive Planning OfficeConnect Add-on for Microsoft Office/Excel

 

Installing OfficeConnect

  1. To install OfficeConnect, access the Software Center and search for “OfficeConnect”

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  2. Choose the item labeled “Workday OfficeConnect” and click install.

 

Logging into Adaptive Planning with Office Connect

  1. Click on “OfficeConnect” on the ribbon and then “Log In”

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  2. At the login screen, click on “Log in with Workday”

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  3. Fill in the fields as shown and then click “Save” and “Close” Name: could be any name, we recommend using “SMU-PROD”

    Data Source: Adaptive Planning

    Client ID: NDVmNDkyNzgtZjJhMS00ODAzLWE0MWItMmNmNWFhNDQzMDM2

  4. API endpoint URL: https://services1.myworkday.com/ccx/api/v1/samuelmerritt

    Authorization endpoint URL: https://www.myworkday.com/samuelmerritt/authorize

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  5. Office Connect will now show the mySMU / Okta login prompt. Log into Okta using your regular SMU username and password.

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  6. You are now connected.

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