First Steps

The first interaction a user has with xpna depends on their role and how they come to use the platform. This can happen in two main ways: either the user is setting up a new subscription for themselves or their organization, or they have been invited to collaborate within an existing xpna workspace. Each scenario involves a distinct process, but both aim to ensure users are smoothly onboarded and can begin using xpna as quickly as possible.

Setting Up a New Subscription

Users who are trialing or purchasing a subscription will go through the complete onboarding process, which includes selecting a plan, setting up billing, activating the xpna add-in within Excel and connecting their first source.

Joining an Existing Workspace

Alternatively, a user might be invited to an existing workspace. In this case, the user will receive an invitation email with a unique code, which will be used to gain access to the xpna platform. The process is simplified for invited users to allow them to quickly start collaborating on projects within xpna.

The following sections detail the specific steps a user will take for each scenario.

New Subscription

When trialing or purchasing a new subscription with xpna, users will follow these steps during onboarding:

• Select a plan on the xpna pricing page
• Provide an email address (this is to ensure billing is correctly setup and the user can receive an onboarding setup code)
• Enter billing details in the billing portal

  Note:

  • Billing will occur at the end of the 15-day trial
  • Subscription details can be updated anytime via Subscription Management within the xpna add-in.

• Be redirected to a page displaying their onboarding setup code

  Note:

  • An email with the code and additional information will also be sent to the provided email address

• Click Open in Excel
• Accept the terms to install the xpna add-in from the Microsoft Office Add-in Store
• On the Welcome screen, enter the onboarding setup code
• Complete the guided onboarding process to configure their first connection

New User

When a person is invited to xpna, they will receive a welcome email containing a unique invitation code to redeem within the xpna add-in.

Steps for redeeming the invitation:

• Click Open in Excel from the email
• Accept the terms to install the xpna add-in from the Microsoft Office Add-in Store
• Enter the invitation code
• Begin using the xpna add-in