Get started with Caseware Cloud Connector

Caseware Cloud Connector is a Microsoft Office Add-in that provides realtime data linkage between your engagement and MS Excel. With that linkage in place, you can access and retrieve trial balance data, engagement properties and firm properties, then insert the information in a MS Excel file. If a linked value or information changes in the engagement, it's automatically updated in the excel file.

You can use the Cloud Connector to author financial statements, worksheets and schedules or to verify calculations.

Note that Cloud Connector cannot retrieve the following information:

  • Balances for subsidiaries in consolidation engagements

  • Dimension balances

  • Preliminary balances

  • Adjustments

  • Materiality values

  • Balances from different grouping structures

  • Balances from prior period 2-4. Only current year and prior year balances are supported

Note: A known issue prevents Cloud Connector from working as expected if any other Excel Add-ins are enabled. This issue has been resolved in Excel version 16.0.16227.20150. If you are experiencing issues using Cloud Connector, confirm whether your Excel version has been updated.

To get started:

  1. If you are using Windows, make sure you have a local installation of the latest version of Microsoft Office 365 Desktop and are using the latest version of Windows 10.

    If you are using Mac, make sure you have a local installation of version 16.35 or later of Office on Mac and are using a Mac OS that supports Microsoft Office 365.

    Note: MS Office version 2019 or prior and Office Online are not supported.

  2. Open an Excel file in MS Office 365.

  3. Upload the Excel file to your engagement.

  4. Open the Excel file from the Documents page.

  5. Get the Caseware Cloud Connector Add-in from the Microsoft Add-ins Store.

    Your firm administrator can pre-install the add-in for you. See Deploy add-ins in the admin center for instructions.

    If the add-in is not pre-installed, you can also search "WA200002239" in the store to locate the add-in and install it manually.

  6. Use the Caseware Cloud Connector Add-in to insert data from your engagement in the excel file.

    To learn more about inserting data using Caseware Cloud Connector, see the following: