---
title: Configuration
slug: how-tos/y6tU-confi
createdAt: 2025-08-26T11:45:42.213Z
---

## Prerequisites

- The Excel Add-in for Factry Historian should be installed. If you have not done so yet, please [install it first](docId\:THR5aDnfLWW_ErCfY68qn).
- Factry Historian must be available over HTTPS with a valid and trusted certificate to use the Excel Add-in.
- The URL for your Factry Historian instance. Your Excel instance (Desktop or web) should be able to establish a network connection to Factry Historian.
- An API token for a user with read privileges for the Organization(s) you will configure. Read our guide on [obtaining an API token](docId:-VR6PRLDWhuLaWeKLZWoL) if you have not configured a token yet.

## Configuring the Excel Add-in for use

1. Click the Factry Historian icon in the home ribbon. A task pane will appear on the right-side.
   ![](https://api.archbee.com/api/optimize/QT0Op5BmASO-D5eI7lmoL-4ic5M-xQ2jsUC7iqujLn3-20250825-183135.png)
2. Click the 'Add connection' button to configure your first connection.
   ![](https://api.archbee.com/api/optimize/QT0Op5BmASO-D5eI7lmoL-C6oOcTiJVZkhvnOEYlbCV-20250826-113930.png)
3. Give this connection a unique and clear name, and enter the connection details you obtained as prerequisites.
   ![](https://api.archbee.com/api/optimize/QT0Op5BmASO-D5eI7lmoL-3a46NvSGHi7frcYCdpQOj-20250826-114035.png)
4. Click 'List organizations' to display the list of organizations available to you and select one from the list. Next, click 'Add connection'. If the connection details are incorrect an error will appear.
   ![](https://api.archbee.com/api/optimize/QT0Op5BmASO-D5eI7lmoL-TZm2g46kBOzYW0EJWRsY7-20250826-114115.png)
5. Your newly created connection will appear in the list of “Configured Historian API’s”
   ![](https://api.archbee.com/api/optimize/QT0Op5BmASO-D5eI7lmoL-FyT2DUtrjkxHkhyOfgjuh-20250826-114115.png)

Click the 'Help' button to browse the available function the Excel Add-in provides to query data from your Factry Historian installation.