Caselle Connect Excel Addin

Caselle Connect Excel Addin

Installing

Caselle Connect can be obtained via the Microsoft Office 365 App store by clicking addins and searching for Caselle Connect



NOTE: If you've already installed the desktop version of miExcel the Connect tab will not show as the two addins provide the same functionality.  You'll need to uninstall miExcel if you'd like to see Connect.

Version Requirements

Currently we require 1.2


Security

In order to use Civic Connect in Excel you must be setup as a miViewPoint user and have successfully logged in to miViewPoint first.  It's important that the miViewPoint user have the Caselle User ID field filled in and have access to respective miViewPoint modules.  For example, to access the account list the user must have access to the account list in miViewPoint.



Troubleshooting

If you experience issues with the addin try clearing the office cache.

Delete the Wef folder
%LOCALAPPDATA%\Microsoft\Office\16.0

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