Configure the Export to PowerPoint add-in for Microsoft PowerPoint

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 PowerPoint add-in for Microsoft PowerPoint.

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 (

A panel appears with a login option to access your ServiceNow instance.

1. Select Log in.

2. 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.

3. Check your instance details and select Allow.

Result

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

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.

Parent Topic:Configuring Export to PowerPoint