Infor OS Add-In for Microsoft Excel: Install, Sign In and Use
infor os add in for microsoft excel
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Short answer
Infor offers Excel add-ins that connect to Infor OS and the ERP behind it so users can pull data into a worksheet and, where the product allows, send data back. The exact add-in depends on your Infor product and release, so get the installer and prerequisites from your Infor support portal, then sign in with your Infor OS identity.
Applies to: Microsoft Excel desktop (Microsoft 365 or recent perpetual versions) with Infor OS; which add-in applies depends on your Infor application, so confirm with Infor documentation
How to install and use an Infor add-in for Excel
- 1Identify the correct add-in for your product from Infor documentation or your account team; several Infor products ship their own Office add-in.
- 2Confirm prerequisites: Excel version and bitness (32 or 64 bit), .NET or VSTO runtime if required, and permission to install add-ins on the PC.
- 3Download the installer from the Infor support portal or the location your administrator publishes, and run it with local admin rights if required.
- 4Open Excel, and enable the add-in under File > Options > Add-ins if it is not already loaded. Look for the Infor tab on the ribbon.
- 5Sign in with the Infor OS identity or the configured single sign-on. The add-in uses your user, so you only see data your ERP roles allow.
- 6Choose the data source or query, set the filters and run it. Results land in the worksheet.
- 7Save the workbook and test a refresh as a second user to confirm security is applied per person, not baked into the file.
What the add-in is good for
An Excel add-in suits finance and planning users who already work in spreadsheets: month-end reconciliations, ad hoc extracts, and variance analysis on data they are allowed to see. It keeps the ERP as the source and lets people build their own layout.
It is a user-driven tool, not an integration platform. Anything scheduled, high volume or unattended belongs in a proper integration, an API call or a reporting database rather than in a workbook someone must open and refresh.
Alternatives when the add-in is not the right fit
If your product has no suitable add-in, there are other routes. Excel Power Query can call a REST service such as an ION API endpoint if your administrator provides the credentials and scope. A reporting database or data lake connection gives users governed access to extracts with the full power of Excel pivot tables.
Whichever you choose, avoid sharing a service account for everyone. Per-user access preserves the ERP security model and audit trail, and it prevents a workbook from becoming an uncontrolled copy of sensitive data.
Governance for spreadsheet extracts
Treat Excel extracts as data copies. Decide who may export which data, where workbooks may be stored, and how long they live. Finance workbooks containing cost or customer data should live in a controlled location, not in email.
Refresh behavior matters too. A workbook that silently shows last month's numbers because refresh failed is a risk. Show the refresh time on the sheet and make failures visible.
Common pitfalls
- !Installing a 32 bit add-in on 64 bit Excel, or the reverse, and getting a load failure.
- !Using one shared login so every user sees the same data regardless of role.
- !Building scheduled reporting on a workbook that needs a person to open it.
- !Emailing workbooks that contain cost or customer data.
- !Assuming a number is current without checking when it was last refreshed.
How an ERP-grounded AI assistant handles this
Many spreadsheet requests are really questions: why did freight cost rise, which items are below safety stock. A grounded assistant can answer those directly and export the result, instead of someone assembling a workbook. ERPray does this read-only against the ERP with the query shown, and can run on-prem so the data does not leave your network.
Frequently asked questions
Is there an Excel add-in for Infor OS?
Infor products offer Excel add-ins, but the exact one depends on the application and release. Check your Infor documentation or support portal for the add-in that matches your product.
Where do I download the Infor Excel add-in?
Usually from the Infor support portal or from a location your administrator publishes. Download only from those sources and match the version to your environment.
Can I write data back to the ERP from Excel?
Only where the specific add-in and ERP function support it, and with proper roles. Many users use Excel read-only. Writes need validation, approval and an audit trail.
What can I use if the add-in is not available?
Power Query against an authorised API, or a connection to a reporting database or extract. Both keep user-level security if configured carefully.
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