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 1.1

They must have Excel 2021 version 2108 or later or use office 365.

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

If addin is working but existing miExcel Spreadsheets' formulas aren't working, try the following:
  1. Open spreadsheet
  2. Go to settings > Info > Check for issues > Inspect Document
  3. Select "Content Add-ns" and "Task Pane Add-ins"
  4. Click Inspect
  5. Click "Remove" on any add-ins that pop up.
  6. SAVE
  7. Try to refresh a formula
  8. If formulas don't pop up, or are still not working, uninstall and reinstall the add-in and try again

If the entire addin is disabled, check that you are using an xlsx file.  Just do File -> Save As to save in the newer format


If you get a message that the addin failed to load after installing (see below example), their IT needs to whitelist this address: https://black-pond-0b0b83d10.4.azurestaticapps.net/excel-addin/functions.json



    • Related Articles

    • Install miExcel

      In your miExcel folder on your server there is a txt file titled Install.  Open it and copy the address.  Paste the address into your internet browser and run the program when it finishes downloading.   Open Excel.  You will get an error message ...

    • miExcel Disappeared

      If miExcel has disappeared from Excel the first thing to do is to check and see if the add is just disabled.  To do this follow the steps below: 1. Launch Excel 2. Click File -> Options 3. Click Add-ins 4. Check to see if miExcel is showing in the ...

    • miExcel General Ledger User Guide

      See attached.

    • miExcel Accounts Payable User Manual

      See attachment tab

    • Exporting a trial balance

      Exporting a trial balance Create a file to export the trial balance from Caselle to use it in Microsoft Excel. Do this... 1. Open Connect or Clarity General Ledger > Reports > Trial Balance. 2. Set up the report options to choose the trial balance to ...