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- Add identified controls
- Add custom form worksheets
- Configure optional claims (Entra ID)
- Test your single sign-on integration
- Assign API permissions
- Caseware Academy - North America | Gettting Started with Extractly
- Release History
- What's New
- Index
- English (US)
- English (US)
- List of Cloud Connector functions
- English (US)
- Firm settings - Caseware Working Papers Backups
- OnPoint Audit August 2024
- OnPoint Audit Summer 2025
- Release updates
- Release History
- What's New
- Designate a default Cloud site for a terminal server
- View analytic test results for checklists
- Import data from online accounting software
- Supported third-party desktop accounting software
- English (Canada)
- Import data from desktop accounting software
- Generate the Reply URL (Entra ID)
- Assign authorized staff to use single sign-on
- Migrate small data sets (under 50 files)
- Migration
- Add an account or a group in the Data page
- Import the client's data
- Index
- Import the client's data from a CSV or Excel file
- Import the trial balance from an engagement file
- Account details described
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