Installing the UPS Excel Tool

Installing our custom built Excel Add-In tool is quick and easy.

No matter what your situation, this is a helpful tool. However, it is especially useful if you need to deal with products or revisions in bulk, or you get tables of data from vendors or other software systems.


System Requirements:

  • Excel 2010 or newer — 32-bit and 64-bit are both supported.
  • Windows — Windows 7, Windows 8, and Windows 10
  • No Longer Supported — Windows XP and Vista is no longer supported by Microsoft. When they cancelled support, our ability to support Excel on computers running XP was terminated. You must upgrade to a newer operating system.
  • If you use Excel on a Mac, you could install Windows on your Mac using software like VMware Fusion or Parallels.


What we'll cover in this article:

  1. For Non-Excel Users
  2. Installing the UPS Excel Tool
  3. Related Articles


For Non-Excel Users

You don't need to use Excel to take advantage of most of the functionality UPS has to offer. Many tasks can be executed through our user interface. We also have a web uploader that enables you to use other spreadsheet apps, like Google Docs.

Even so, the UPS Excel Tool has some powerful features you won't find elsewhere, like the ability to retrieve data directly into a spreadsheet. We also find it's the fastest tool for many tasks. We encourage you to give it a try.


Installing the UPS Excel Tool:

1) Close out of Excel completely.

2) Login to our website at .

3) Go to Help -> Download Excel Add-in.



5) When the installation wizard pops up, follow it to save and run the setup file.

6) Open Excel. On the right side of the Excel ribbon, you'll see a new UPS tab containing our menu.




If the UPS tab is not visible in the Excel ribbon menu, try the steps in Troubleshooting the UPS Excel Tool When It's Not Visible.


Related Articles

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