At first, you need a data1.io template file. This is an Excel file with special definitions in the background which are used by the data1.io Excel Web Add-In to communicate with the Excel sheet.
Download one (or all) data1.io template file(s) from our website:
Open the template file. It looks like a normal Excel data entry sheet - only the pane on the right says that there is something special included:
The following steps of this Getting Started use the Sales Forecast showcase, of course all the content is also valid for the other showcases.
You can create your own template file for your company-specific data collection processes. But at first you should fully understand how the system works and finish the Getting Started.