---
schema_version: "1"
id: df059ba9ae7df1120151dcfbd925f1014d971d56e1b52b8f46b78b7172194919
title: Set Up the CRM Analytics Live App in Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_einstein_analytics_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_einstein_analytics_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f742f3375607d8110ed2f6b0862b9b08b4f826c12ee66e68323fed1937dcfa26
description: Set up your organization to use CRM Analytics dashboards in Quip. After you set it up, users can see and update filters directly in their documents and slides.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Set Up the CRM Analytics Live App in Quip

Set up your organization to use CRM Analytics dashboards in Quip. After you set it up, users can see and update filters directly in their documents and slides.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d32172e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32172e52 ">To configure the CRM Analytics live app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32172e52 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

To access the CRM Analytics live app in Quip, users need a CRM Analytics Growth or CRM Analytics Plus license.

1. In Salesforce, go to the Setup page.
2. In the Quick Find box, enter CORS and click **New**.
3. For the Origin URL Pattern, enter https://\*.quipelements.com
    
    ![New CORS with URL entered](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_new_cors.png)
4. In the Quick Find box, enter Analytics.
5. Under Analytics, click **Allowlist**, and then **New**.
    
    ![New allowlist URL for CRM Analytics live app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_analytics_whitelist.png)
6. Enter a site name. To make it easier to identify later, we recommend naming it TableauCRMQuip.
7. For the site URL, enter https://element-e-w-j-aj-a-hh-o-xa.quipelements.com.
8. Click **Save and New**.
9. Enter your Quip site name.
10. Enter your Quip site URL using the format https://yourquipsite.quip.com. Save the action.
11. In Setup, add these URLs as Trusted URLs with all Content Security Policy (CSP) directives selected. For details, see [Manage Trusted URLs](https://help.salesforce.com/s/articleView?id=xcloud.security_trusted_urls_manage.htm&type=5&language=en_US).
    - https://\*.salesforce-experience.com
    - https://yourquipsite.quip.com
    - https://\*.salesforce.com
    - https://\*.force.com
        
        If https://\*force.com is already a CSP trusted site, don’t readd it.
    - https://\*.site.com
    - https://\*.salesforce-sites.com

Your users can now add CRM Analytics dashboards to their documents with a simple @CRM Analytics.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_example.png)

Example

![CRM Analytics live app with interactive bubbles](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_ea_live_app.png)