x0 Excel add-in

A task-pane wizard that signs you into x0, creates an Excel API token, and loads a Xero table into the workbook. Works in Excel for Windows and Excel for Mac (Office.js). Excel Online can sideload the same manifest.

Download manifest.xml Preview wizard (browser)

Manifest URL (for a network share / trusted catalog):

https://www.x0.co.nz/addin/manifest.xml

Trusted catalog (IT) Catalog zip

Trusted Add-in Catalogs (IT)

Newer Excel builds expect a Catalog Url that is a network share UNC or SharePoint site — not the manifest URL above.

Field	Value
Catalog Url	UNC folder holding the XML (e.g. \\fileserver\OfficeAddins) or SharePoint site collection URL
Trusted Catalog Address	Same, after Add catalog
Catalog Type	Network share or SharePoint
Show in Menu	Checked

Bundle (Excel + Word manifests, PowerShell, README): catalog.zip · guide: trusted-addin-catalog

Install (sideload)

1. Download x0-excel-addin.xml above.
2. Excel → Insert → My Add-ins → Upload My Add-in (or Add from file).
3. Choose the manifest. A Connect x0 button appears on the Home ribbon.

IT admins: use the Trusted Add-in Catalog page (zip + PowerShell) instead of each user uploading. Source location is /addin/taskpane/ on this host (HTTPS required).

What the wizard does

1. Sign in — Office dialog opens the x0 login (or signup).
2. Create token — issues a one-time excel-addin API key (x0_live_… or x0_test_…, shown once). Stored in the add-in on this device, not in the workbook.
3. Pick org + table — e.g. Accounts.
4. Load into sheet — fetches OData with Bearer and writes an Excel table (first 500 rows).
5. Copy Power Query M — paste into a Blank query; credentials = Anonymous (Bearer is already in the formula).
6. NZ forms — download A4 tax invoice / PO / quote stationery, then New · Update · Print · Email PDF.

If Xero is not connected yet, the wizard links to Connect Xero.

Manual setup still works

No add-in required: Excel desktop guide · From Web + Bearer · NZ forms workbook · dashboard workbook download.