Get started with Cloud Connector

Before you start, ensure your firm administrator has purchased and enabled a Caseware Cloud Connector license for your account.

To get started:

1. If you are using Windows, make sure you have a local installation of the latest version of Microsoft Office 365 Desktop and are using the latest version of Windows 10.

   If you are using Mac, make sure you have a local installation of version 16.35 or later of Office on Mac and are using a Mac OS that supports Microsoft Office 365.

   Note: MS Office version 2019 or prior and Office Online are not supported.

2. Open an Excel file in MS Office 365.

3. Upload the Excel file to your engagement.

4. Open the Excel file from the Documents page.

5. Get the Caseware Cloud Connector Add-in from the Microsoft Add-ins Store.

   Your firm administrator can pre-install the add-in for you. For instructions, see:

   • Get started with the integrated apps portal (Microsoft)

   • Deploy add-ins in the admin center

   If the add-in is not pre-installed, you can also search "WA200002239" in the store to locate the add-in and install it manually.

6. Use the Caseware Cloud Connector Add-in to insert data from your engagement in the excel file.

   To learn more about inserting data using Caseware Cloud Connector, see the following:

   • Data linkage and realtime updates in Cloud Connector

   • Insert data using the Cloud Connector pane

   • Insert data using MS Excel formula dialog with Cloud Connector

   • Insert data using MS Excel formula bar with Cloud Connector

   • Grouping structures in Cloud Connector