Do You Need Help?

Support

Welcome to the support page. We’re here to help you with any issues or questions you may have. Below, you’ll find our FAQs, contact information, and a form to submit your queries.

Frequently Asked Questions (FAQs)

1. What is the CDM Onboarding Excel Plugin?

CDM Onboarding is a Microsoft Excel plugin that allows users to interact with the Common Data Model (CDM) directly within Excel. It enables easy import, editing, and export of data conforming to CDM standards, streamlining data management and analysis tasks.

2. How do I install the CDM Onboarding Plugin?

By following these steps, you should be able to find and install Excel add-ins from the Microsoft Office Store (also known as AppSource) to bring CDM to your spreadsheets!

  1. Open Microsoft Excel:

    • Launch Excel on your computer.

  2. Create or Open a Workbook:

    • You can start with a new workbook or open an existing one.

  3. Navigate to the Insert Tab:

    • Click on the “Insert” tab located in the ribbon at the top of the Excel window.

  4. Access the Add-ins Menu:

    • In the “Add-ins” group, click on “Get Add-ins” (or it might be labeled “Store” in some versions).

  5. Find the CDM Onboarding plug-in:

    • The Office Add-ins dialog box will appear.
    • You can search for “CDM Onboarding”.

  6. Add the Add-in to Excel:

    • Click the “Add” button next to the add-in.
    • A prompt will appear with the add-in’s license terms and privacy policy.
    • Review the terms, and if you agree, click “Continue”.

  7. Confirm Installation:

    • The add-in will be installed, and you may see a confirmation message.
    • The add-in might open automatically, or you may notice a new tab or button added to the ribbon.

  8. Access and Use CDM Onboarding:

    • Follow any on-screen instructions provided by the add-in.
    • Access the add-in from the “Common Data Model” tab.

3. Which versions of Excel are compatible with CDM Onboarding?

CDM Onboarding is compatible with:

  • Excel 2019 or later on Mac
  • Excel on Windows (Microsoft 365)
  • Excel on the web
  • Excel on Mac (Microsoft 365)

4. How do I conform my data to a CDM schema?

To import CDM data:

  1. Open the spreadsheet with your data
  2. Click on the Common Data Model tab in Excel’s ribbon.
  3. Select Select Schema.
  4. Choose the target schema to map your data to.

5. Can I edit CDM data directly in Excel with CDM Onboarding?

Yes, CDM Onboarding allows you to edit CDM data within Excel. The plugin ensures that any modifications adhere to the CDM schema, maintaining data integrity.

6. How do I update the CDM Onboarding plugin?

To update:

Updates are made available through the Microsoft Office Store (also known as AppSource).

7. Who can I contact for support with CDM Onboarding?

For any support related queries, please see visit our support page.

8. Is CDM Onboarding free to use?

CDM Onboarding offers:

  • A demo version with basic features.
  • A premium version with advanced functionalities and dedicated support. Pricing details are available on the pricing page .

9. What is the Common Data Model (CDM)?

The Common Data Model is a standardized data schema that facilitates data interoperability across applications and services, allowing for consistent data definitions and easier data exchange.

10 Can I use CDM Onboarding on macOS?

Yes! The CDM Onboarding plug-in is compatible with Excel 2019 or later, as well as on the web through Microsoft 365.

11. How secure is my data when using CDM Onboarding?

CDM Onboarding prioritizes data security:

  • All data processing occurs locally on your machine.
  • The plugin does not transmit data externally unless explicitly configured by the user.
  • It adheres to industry-standard security practices.

12. Does CDM Onboarding integrate with other Microsoft services?

Yes, by uploading your data to your Azure Data Lake, you can take advantage of:

  • Power BI: For advanced data visualization.
  • Azure Data Services: To connect with cloud data sources.
  • Dynamics 365: For seamless data flow between applications.

13. Are there any tutorials or webinars available?

Not yet, but they will soon be available.

14. How do I report a bug or suggest a feature?

You can:

15. Does CDM Onboarding support multiple languages?

Currently, CDM Onboarding supports English. Support for additional languages is planned for future releases.

16. What are the system requirements for CDM Onboarding?

Windows

  • Operating System: Windows 10 or later.
  • Excel Version: Excel 2016 or newer.
  • Memory: At least 4 GB RAM.
  • Disk Space: Minimum of 200 MB free space.

Mac

  • Operating System: MacOS 10.12 or later.
  • Excel Version: Excel 2019 or newer.
  • Memory: At least 4 GB RAM.
  • Disk Space: Minimum of 200 MB free space.

17. How can I cancel my subscription?

You can use the subscription management page by our payment partner Stripe, you only need access to the email that you have used to sign up.

Contact Us

If you need further assistance, feel free to reach out to us through the following methods:

Submit a Support Request

If you can’t find what you’re looking for, please fill out our Contact Us Form , and we’ll get back to you as soon as possible.