Using The Toolbar

This section covers topics related to using the toolbar and its functions

Version 1.1.xx.xx
Version 1.1 This version of the toolbar has significant updates from the previous version. This primary focuses on the use of a local database to manage th...
Sun, 28 Jul, 2019 at 11:01 PM
1. Creating A New Template
This Article will walk through the creating a new template. In the Ingauge Excel Toolbar press the Create New Template button And a new excel f...
Sun, 28 Jul, 2019 at 2:44 PM
2. Creating Profiles
In order to map accounts and import data you'll need to first set up Profiles In the Select Profile dropdown select Create Profile In the G...
Sun, 28 Jul, 2019 at 2:51 PM
3. Importing Datasets
To begin first select the profile you will be working with. Once selected the Data Import button will become available. Pressing the Data ...
Sun, 28 Jul, 2019 at 8:04 PM
4. Mapping Accounts
Getting Started To begin first select the profile you will be working with. Once this is done the Calculate Mappings button will become availab...
Mon, 29 Jul, 2019 at 3:24 PM
4. Mappings Accounts (New Form)
New Mapping Form
Mon, 12 Aug, 2019 at 2:42 PM
5. API
Setting The API Keys The API functions allow you to set up your credentials to upload the data to the Ingauge website. Pressing the Set Keys bu...
Mon, 29 Jul, 2019 at 3:08 PM
6. Other Functions
In the tool bar under the Other dropdown is  Create Backup This function will save a copy of the current workbook with an appended number to th...
Mon, 29 Jul, 2019 at 3:21 PM
7. Customization Options
The customize dropdown give several options for information that can be customized in this template.   Customize Headers This will allow you to custom...
Mon, 29 Jul, 2019 at 3:39 PM
8. Update Template
On occasion changes are made to the excel template to implement new features or fix bugs.  When available the Update Template button will appear in the ...
Mon, 29 Jul, 2019 at 3:43 PM