You can now use data that you’ve imported from the Excel add-in to create dashboards, charts, and tables. If you do not select this option, you can manually refresh the list whenever you want. When you select a list to import, you can also indicate if you want to auto-update data on your list each hour. Lists are organized into groups by People, Deals, Companies, Activities, and To-Dos. To import a list, select one of your saved lists from the drop-down menus. You will need to login to your account the first time that you import data. To import data to an Excel file using the Add-in, click on the Pipeline logo on the navigation ribbon on the Home tab in Excel.
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