PinkSuccess Column Tools

1. Click Download manifest.xml at the top of this page.
2. Open the workbook in Excel for the web at office.com — either upload it to OneDrive first, or open it directly from a SharePoint/Teams location.
3. Click Home → Add-ins on the ribbon.
4. In the Office Add-ins dialog, click More Settings, then click Upload My Add-in (top-right of the dialog).
5. Click Browse, pick the downloaded manifest.xml, and click Upload.
6. The Show Tools button appears on the Home tab. Click it whenever you want to open the task pane.

The web client stores the add-in in your browser. If you clear your cache or switch browsers, you’ll need to upload the manifest again — but the file from this page never changes, so it’s a 30-second redo.

If you need desktop, this is a one-time setup per machine. Don’t skip any step.

Part 1: Create a shared folder for the manifest

1. Pick a folder on your computer to hold the manifest. For example, create a new folder at C:\OfficeAddins.
2. Right-click the folder and choose Properties.
3. Click the Sharing tab, then click the Share… button.
4. In the dialog, make sure your own user account is in the list with Read/Write permission. Click Share.
5. When Windows says “Your folder is shared,” copy the full network path shown under the folder name (it looks like \\YOUR-PC-NAME\OfficeAddins). You’ll need it in the next part.
6. Click Done, then Close.

Part 2: Tell Excel to trust that folder

1. Open Excel and start a new blank workbook.
2. Click File → Options.
3. Click Trust Center in the left sidebar, then click the Trust Center Settings… button.
4. Click Trusted Add-in Catalogs in the left sidebar.
5. Paste the network path you copied in Part 1 into the Catalog Url box.
6. Click Add catalog.
7. The path now appears in the list below. Tick the Show in Menu checkbox next to it.
8. Click OK to close Trust Center, then OK again to close Options.
9. Close Excel completely and reopen it (this is required for the new trusted catalog to take effect).

Part 3: Drop the manifest in and load the add-in

1. Click Download manifest.xml at the top of this page.
2. Move the downloaded manifest.xml into the folder you created in Part 1 (e.g., C:\OfficeAddins).
3. Back in Excel, click Home → Add-ins on the ribbon, then click Advanced at the bottom of the Add-ins flyout.
4. In the Office Add-ins dialog, click the SHARED FOLDER tab at the top.
5. Select PinkSuccess Tools, then click Add.
6. The Show Tools button appears on the Home tab.

One-time setup is done. To open the task pane any time, click Show Tools on the Home tab.

If you need desktop:

1. Quit Excel completely (Cmd+Q).
2. Click Download manifest.xml.
3. Open Finder. Press Cmd+Shift+G to bring up the Go to Folder dialog.
4. Paste this exact path and press Enter:

   ~/Library/Containers/com.microsoft.Excel/Data/Documents/wef

   If Finder says the folder doesn’t exist, paste the parent path ~/Library/Containers/com.microsoft.Excel/Data/Documents/, create a new folder named exactly wef (lowercase, no quotes), then try the full path again.
5. Drag the downloaded manifest.xml into the wef folder.
6. Reopen Excel and open or create any workbook.
7. Click Insert → My Add-ins. Your add-in appears under a Developer Add-ins section in that dialog — click it.
8. The Show Tools button appears on the Home tab.

One-time setup per Mac. After the first load, Excel remembers it.

Sideloading from a manifest URL isn’t supported on iPad. The add-in needs to be deployed to your tenant by an admin via the Microsoft 365 admin center (instructions just below). Once deployed, it appears automatically under Insert → Add-ins.

Make sure you downloaded the manifest from the button above (right-clicking and saving the page can grab the wrong content). The file should start with <?xml version="1.0". Try downloading it again.

This is a one-time prompt the first time you load the add-in. Click Trust this Add-in. Excel records that decision; it won't ask again.

Close and reopen Excel. If it still doesn't show, open Insert → My Add-ins, find the entry, click the three-dot menu, and choose Pin to ribbon (or remove and re-upload).

That preset's expected header wasn't in the source sheet. Either the InTouch column name changed, or the wrong report is open. Open the source workbook and confirm the headers match the table at the top of this page (matching is case-insensitive and tolerates a trailing asterisk).

Use the Custom section in the task pane. Type a comma-separated list of headers (e.g., Name, Email, Phone) and click Keep & Reorder to keep just those columns in that order, Keep (preserve order) to keep them in their original positions, or Remove to drop them.