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Connecting to Microsoft 365

Matik utilizes Office 365 to connect to Excel datasources, store Matik Powerpoint templates, and store your generated presentations. Use the following instructions to connect Microsoft 365 to Matik when you setup your Matik account or are prompted to by Matik.

Start by navigating to the Connections section of your Account Settings.


To connect to Microsoft 365:

  1. Click on your profile icon (picture or your initials in the top right corner) and select Account Settings
  2. Go to the Connections tab
  3. Click on Connect next to Microsoft 365
  4. A pop-up window will appear where you can sign in to your Microsoft account and grant Matik permissions to access your account. Click “Accept".
  5. You should see a message that you are now successfully connected to Microsoft 365

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