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- Manage your firm account
- Generate a client secret
- Why am I receiving an error message?
- Test your single sign-on integration
- Download utilities and software updates
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- Deploy add-ins in the admin center
- Get started with the integrated apps portal (Microsoft)
- Get started with Cloud Connector
- Manage the firm template
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- Insert data using the Cloud Connector pane
- Insert data using MS Excel formula bar with Cloud Connector
- Data linkage and real time updates in Cloud Connector
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