Datasnipper

Learn how to customise DataSnipper's default behaviour at a user level using the settings menu.

How to configure user-level settings of DataSnipper

When you sort a range containing Snips in Excel, DataSnipper lets you move Snip references with the data or leave them in place. Covers the dialog options and how to…

How DataSnipper-generated data is sorted in workbooks

Use External Guest Access to let people outside your organisation review your Excel workbook and its Snips in view-only mode. Requires the Elevate package and v5.1 or later.

How to use External Guest Access

How to safely convert macro-enabled (.xlsm) workbooks between DataSnipper v5 and v6, v25, or v26 without losing macros or corrupting data.

Macro-enabled Backward Compatibility: Working with v5 and v6/v25 (.xlsm)

Excel Workbook

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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