Sign in to the add-in with your Merchant Sheets account to pull your data into Excel. The add-in has read-only access, so it never changes anything in your store.
Before you start
You need:
A Merchant Sheets account
The Merchant Sheets add-in installed in Excel
Sign in
On the Merchant Sheets tab, select Home.
Select Sign in with Merchant Sheets.
In the window that opens, sign in to your Merchant Sheets account.
Close the window when it says you can. The add-in shows your workspace name and when your data last synced.
How long you stay signed in
The add-in stays signed in on that computer for 90 days, so formulas fill in when you open a workbook. The sign-in is saved on the computer and doesn't travel with the file: sending a workbook to a teammate doesn't share your access, and a second computer needs its own sign-in.
When the sign-in expires or your access is revoked, the add-in shows You have been signed out. Select Sign in to continue. Data already in your sheet stays as it is until you refresh it.
Switch workspaces
If you belong to more than one workspace, you can move between them in the add-in:
In the add-in header, select your workspace name.
Under Workspaces, select the workspace you want. The add-in reloads with that workspace's data.
Sign out
In the add-in header, select your initials.
Select Sign out.
If sign-in doesn't finish
The sign-in window can say Excel is connected while the add-in keeps waiting. Close the window and select Sign in with Merchant Sheets again. For other problems, see The add-in will not load or sign in.