Configure the Export to PowerPoint add-in for Microsoft PowerPoint

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure the Export to PowerPoint add-in in your Microsoft PowerPoint to interact with your instance and fetch the data required to generate and download your project status reports.

    Before you begin

    • Role required: sn_ppt_export.ppt_admin or sn_ppt_export.ppt_user.
    • The Export to PowerPoint add-in must be deployed to your Microsoft PowerPoint. If the add-in icon does not appear on the Home tab, verify the following.
      1. Download the add-in manifest file from your ServiceNow instance.
      2. Contact your Microsoft Office 365 administrator to deploy the manifest using the Microsoft 365 admin center (Settings > Integrated apps > Upload custom apps).
      3. After deployment, restart Microsoft PowerPoint and verify the ServiceNow add-in icon appears on the Home tab.
    • For the Export to PowerPoint plugin configuration on your instance, see Configure the Export to PPT plugin.
    Tip:

    If you do not see the add-in icon after deployment, check Insert > My Add-ins in Microsoft PowerPoint to verify the add-in is installed. You may need to select it manually to add it to your ribbon.

    Procedure

    1. Open your Microsoft PowerPoint application and select the ServiceNow add-in icon (ServiceNow Export to PowerPoint add-in.) on the Home tab.
      A panel appears with a login option to access your ServiceNow instance.
    2. Select Log in.
    3. Enter your ServiceNow instance credentials and select Log in.
      A prompt requesting access to your instance with details such as the instance name is displayed.
    4. Check your instance details and select Allow.

    Result

    The landing page of the add-in appears as the right panel.

    Export to PowerPoint add-in landing page.

    Note:
    For more information about the additional configuration steps required to enable the Export to PowerPoint add-in for the browser version of Microsoft PowerPoint, see the KB1171422 article in the Now Support Knowledge Base.

    What to do next

    Create a Microsoft PowerPoint template.