Civic Connect Excel Addin

Civic Connect Excel Addin

Installing

Civic Connect can be obtained via the Microsoft Office 365 App store by clicking addins and searching for Civic 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.  In additional imports require Caselle access as described below.



Import
Caselle Security Point
Import Journal Entry
Enter Journal Amounts
Import Accounts Payable Invoice
Enter Invoices
Import Manual Check
Enter Manual Checks
All Payroll Imports
Enter Payroll Checks
Update Utility Rates
Rates
Import Utility Meters
Modify Existing Meters

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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