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- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Data linkage and real time updates in Cloud Connector
- Troubleshooting
- Insert data using the Cloud Connector pane
- Edit the engagement letter
- Change notification settings
- Create groups
- Onboarding users
- Create staff or contact groups
- Login settings
- Data linkage and real time updates in Cloud Connector
- Test your single sign-on integration
- Assign API permissions
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