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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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In this article
Recently viewed
  • Index
  • English (US)
  • dimension
  • D
  • Security considerations
  • Import data from online accounting software
  • Cloud Engagements 2025-11
  • English (US)
  • New in Caseware Cloud Engagements
  • New in Caseware Cloud
  • Onboarding users
  • What's new in Caseware Cloud Engagements
  • What is Caseware Cloud Engagements?
  • Home
  • Cloud Engagements 2025-12
  • Common use cases
  • Perform the acceptance and continuance
  • CasewareCloud Time 27.0
  • OnPoint Audit
  • Transition guide—OnPoint Audit 2025 template
  • Plan the engagement
  • Start an engagement
  • Get started - Staff
  • Get Started
  • Delete documents
  • Open and edit PDFs locally
  • Get started with Caseware Cloud Connector
  • Create an engagement for an interim period
  • What is Caseware Audit?
  • Get started with Caseware Cloud Connector
  • English (Canada)
  • dimensions are created in your engagement
  • Set up and import a trial balance containing dimensions
  • Excel or CSV
  • Import the client's data
  • Get started - Staff
  • Troubleshooting
  • Cloud Engagements 2025-12
  • Check system and file history
  • Activities
  • Index
  • What is Caseware Cloud Connector?
  • What is Caseware Hybrid Cloud?
  • Get started - Firm Administrator
  • Clear the Office cache
  • English (Canada)
  • Caseware Master Product & Services Agreement
  • Manage analytic tests in the Analytics Hub
  • Assess financial statement risks
  • Identify preliminary analytical procedures
  • Release updates
  • Get started with Cloud Connector
  • English (US)
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