Getting Started #
If you already have the Excel Add-in loaded and need to replace it with a newer version then follow the steps below.
Single Licenses
You should be using the Excel Add-in that is installed in the C:\Program Files (x86)\Transfer All Data\Transfer All Data folder. If you are then each upgrade does the replacement for you and no further actions are needed.
Multiple Licenses
If your Company has multiple TAD Licenses then it is recommended to place the Excel add-in file in a shared folder on the network. This makes future updates easier as you just have to replace the one file.
Other Locations
If you are using a different location from the above or are unsure where your Add-in is located then follow the steps below.
Where is my Add-in Located? #
To find where your existing Add-in is located follow the steps below.
Click the About button on the right side of the ribbon.
Click the Add-in Location link at the bottom.
You will receive a message showing the current location.
If your message references \AppData\Roaming\Microsoft\Addins\ then that means you have a local copy in the default Excel Add-ins folder. That path can be found directly through Excel. Skip to the Replace Local Copy steps below.
Otherwise, continue to the Replace the Excel Add-in File steps below.
Replace the Excel Add-in File #
Now that you know the location of your current Add-in you will need to close all Excel workbooks.
Browse to the folder and replace the existing file with the updated version.
Right-click on the new file and choose Properties.
If you see an Unblock check box then check it and click the OK button.
Open Excel and it will load with the new Excel Add-in from that location.
Skip to the Verify New Add-in Loads steps below.
Replace Local Copy #
If your Add-in is located in the default Excel Add-in folder then follow the steps below.
Select the Developer ribbon and click the Excel Add-ins button.
Uncheck the TAD Application option.
Click the OK button to inactivate the Add-in.
Click the Excel Add-ins button again.
Click the Browse button.
Copy and paste the new Add-in to this folder replacing the existing file.
Right-click on the new file and choose Properties.
If you see an Unblock check box then check it and click the OK button.
Select the Add-in file and click the OK button.
Click the Yes button if you receive the message below.
Click the OK button to load the new Add-in file.
Verify New Add-in Loads #
If you receive a security notice when you open the new workbook then you need to add a Trusted Location for the folder where the add-in is located. Microsoft has gotten more strict when dealing with macro enabled files (ie. Add-ins) so it is likely this will need to be added.
Go to the Developer ribbon and click the Macro Security button.
Go to Trusted Locations and click the Add new location button.
Click the Browse button and browse to the folder with your Excel Add-in and then click the OK button.
You should see your new location. Click the OK button to add that location.
Close the workbook and open a new blank workbook. You should no longer see the security notice.