{"id":10600,"date":"2020-08-10T10:03:20","date_gmt":"2020-08-10T17:03:20","guid":{"rendered":"https:\/\/www.egrabber.com\/blog\/?page_id=10600"},"modified":"2020-08-10T10:03:23","modified_gmt":"2020-08-10T17:03:23","slug":"how-to-transfer-from-mf-to-excel-365-online","status":"publish","type":"page","link":"https:\/\/www.egrabber.com\/blog\/how-to-transfer-from-mf-to-excel-365-online\/","title":{"rendered":"How to Transfer to Excel 365 Online"},"content":{"rendered":"\n

eGrabber Management-Finder enables you to transfer contact information from the grid to Excel 365 (Online). But before transferring the contact information to Excel 365, you need to login to your Office 365 or Microsoft account.<\/p>\n\n\n\n

<\/span>1. Login<\/span><\/h2>\n\n\n\n

To login,<\/p>\n\n\n\n

  • Click Options <\/strong>on the eGrabber Management-Finder toolbar.<\/li>
  • Click Destination Setup<\/strong>.<\/li>
  • Select Excel 365(Online)<\/strong> from the eGrabber Management-Finder – Destination Setup<\/strong> screen and click Transfer Options<\/strong>. <\/li><\/ul>\n\n\n\n
    \"\"<\/figure><\/div>\n\n\n\n

    A dialog box prompts the user to login with your Office 365 account.<\/p>\n\n\n\n

    \"\"<\/figure><\/div>\n\n\n\n
    • Click on Click here to login<\/strong><\/li><\/ul>\n\n\n\n

      The eGrabber Office 365 Integration<\/strong> web page is displayed.<\/p>\n\n\n\n

      \"\"<\/figure><\/div>\n\n\n\n
      • Click on Click here to sign in<\/strong><\/li><\/ul>\n\n\n\n

        A Microsoft Sign-in dialog box is displayed.<\/p>\n\n\n\n

        \"\"<\/figure><\/div>\n\n\n\n
        • Enter your Office 365 or Microsoft account login credentials.<\/li><\/ul>\n\n\n\n

          Once you have signed in, a Welcome screen is displayed.<\/p>\n\n\n\n

          You have logged into your Office 365 or Microsoft account via eGrabber and successfully integrated.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
          \n

          Notes:<\/strong> \n
          1. You need to have an Office 365 or Microsoft account to login.\n
          2. You need to have a valid eGrabber Management-Finder Purchase key to work with Office 365.\n
          3. Your Microsoft\/Office 365 account should have permission to access OneDrive.\n
          4. Once you have logged in, you don’t need to login for the next 90 days whenever you use Excel 365. You will have to login after 90 days.<\/p><\/blockquote>\n\n\n\n

          <\/span>2. Grant App Access <\/span><\/h2>\n\n\n\n

          Once you have logged in, Microsoft pops up a window prompting the user to \ngrant permission for the following:<\/p>\n\n\n\n

          • Maintain access to data you have given eGrabber Office365 Gateway access to – Enables eGrabber Office365 Gateway to see and update the data you gave access to, even if you are not currently using the app. This does not give any other additional permissions to eGrabber Office365 Gateway. <\/li>
          • Read you profile – Enables eGrabber Office365 Gateway to read your profile. <\/li>
          • Have full access to all files you have access to – Enables eGrabber Office365 Gateway to read, create, update and delete all files that are accessible.<\/li><\/ul>\n\n\n\n
            \"\"<\/figure><\/div>\n\n\n\n
            • Click Yes<\/strong> to grant permission to eGrabber Office365 Gateway. <\/li>
            • Click No<\/strong> to cancel.<\/li><\/ul>\n\n\n\n

              Note:<\/strong> eGrabber Office365 Gateway requests for permission only once. Once you have granted the permission, it will not ask again.<\/p><\/blockquote>\n\n\n\n

              Once you have granted the permission, you can set up Excel 365 as your destination application.<\/p>\n\n\n\n

              Click Transfer Options<\/strong> on the eGrabber Management-Finder – Destination Setup<\/strong> screen.<\/p>\n\n\n\n

              <\/span>3. Select Excel 365 File<\/span><\/h2>\n\n\n\n

              A Select File<\/strong> screen is displayed. It enables you to select your existing Excel 365 file or create a new Excel 365 file to transfer records.<\/p>\n\n\n\n

              \"\"<\/figure><\/div>\n\n\n\n

              Account Information<\/strong><\/p>\n\n\n\n

              Displays your Office 365 account information – Name, Email and the link for \neGrabber Office 365 Integration web page.<\/p>\n\n\n\n

              Excel Workbook name and location for transfer<\/strong><\/p>\n\n\n\n

              Transfer to an existing Excel Workbook:<\/strong> This option is selected by default. eGrabber Management-Finder transfers the records to your existing Excel 365 Workbook.<\/p>\n\n\n\n

              Select the Existing Excel Workbook: <\/h3>\n\n\n\n