1. Extensions
  2. Excel Add-in Series 4
  3. Sign in and sign out
  4. Use single sign-on (SSO)

In series 4 of the Excel Add-in, you can use SSO to sign in. 

The Add-ins do not support multi-factor authentication.

You might require your SSO Friendly URL to use SSO. Your tenant administrator can provide this.

Versions 4.1 and later of the Excel Add-in support Self Service SAML.

The process to use SSO differs based on whether SSO Authentication is toggled on or off within the selected authentication setting. Both processes are described below.

To use SSO when SSO Authentication is toggled on:

  1. Select Sign In in the Anaplan ribbon.
    The Anaplan Sign In dialog displays.
  2. Select Log in with Sign Sign On (SSO).
  3. Select your SSO credentials.
    You are signed into the Excel Add-in.

To use SSO when SSO Authentication is toggled off:

  1. Click Sign In in the Anaplan ribbon.
    The Anaplan Sign In dialog displays.
  2. Select Use Single Sign-on.
    If your authentication setting does not have an SSO Friendly URL entered, click Edit your SSO Friendly URL and enter your SSO Friendly URL.
  3. Click Continue.
    After you sign in with SSO for the first time, the Excel Add-in appends ?svcId=auth to the SSO Friendly URL. Do not remove this, as it's required for technical reasons.
  4. Enter your SSO credentials.
    You're signed into the Excel Add-in. 

Universal login with SSO does not work for classic or legacy SSO connections.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.