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- Viewing overall engagement status
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- Insert data using MS Excel formula bar with Cloud Connector
- What is Caseware Cloud Connector?
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- Data linkage and real time updates in Cloud Connector
- Purchase and enable Cloud Connector for your firm
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- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's data from a CSV or Excel file
- Import and manage data
- Transaction details
- Caseware Academy - North America | Gettting Started with Extractly
- Get started - Firm Administrator
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