The Intrinio Excel add-in will be saved as an Application in your Downloads folder. Find it there, and double click on it
You’ll see a pop-up titled “Intrinio Excel Add-in”. Check the box to agree to the terms and conditions, then click “Install”
After a few moments the add-in will be installed, and you can click “Finish”
Open Microsoft Excel and go to the Intrinio tab on the top ribbon and select API Keys
A prompt will appear, asking for your API Key. Use the Sandbox key below for experimenting with free, limited data. If you have purchased a paid subscription to a data feed, use the Production key instead.
Extract the Intrinio Excel add-in zip file to a folder on your hard drive
NOTE: If you’ve already done this once OR if you are updating the add-in, be sure to overwrite the old file
DO NOT click on Intrinio_Excel_Addin.xlam - you’ll select this later
Open a BLANK Microsoft Excel worksheet on a Windows or Mac computer
Open the Intrinio Excel Add-in through the Excel Add-in manager. Click on the “Tools” top menu, Add-Ins >> Select, and navigate to the folder where you extracted the Intrinio Excel Add-In and select it
Close out the blank Excel spreadsheet
In the next step: if an alert pops up asking you about macros, be sure to click “Enable Macros” (macros are required for the add-in to work)
In the next step: if an alert pops up asking you about links, be sure to click “Ignore Links” or “Do Not Update Links” (this only pops up in the template)
Navigate to your Intrinio_Excel_Addin folder. Open the “Templates” folder, then the “Industrials” folder. Open: IntrinioFinancialData-Industrials.xlsm (YOU MUST OPEN THIS FILE FIRST)
Enter an API Key. Use the Sandbox key below for experimenting with free, limited data. If you have purchased a paid subscription to a data feed, use the Production key instead.