How To Guide

Time | How to integrate Time with CaseWare Cloud

Published:  09/07/2018
This article will cover the following topics:
  • Cloud integration - Setup wizard reference
  • Setting up Integration with CaseWare Cloud
  • Time Components Integrated with Cloud (Incl. components not integrated with Cloud)


Cloud integration - Setup wizard reference

When setting up Time Integration with CaseWare Cloud, a wizard dialog is available to help you run through the integration process Access the wizard from Tools | Time on CaseWare Cloud Setup.

There are three steps to the setup wizard:
  1. Welcome to the Time on CaseWare Cloud Wizard: The Welcome screen outlines the prerequisite steps you need to take in your file to prepare it for integration. Click here for more information
  2. CaseWare Cloud Information: Provide your Cloud URL and credentials to connect to your server. Click here for more information
  3. Finish Time and CaseWare Cloud Integration: The final screen lists the components from Time that were merged to Cloud. Restart Time to begin working in the file and log on to Cloud to verify the merge was successful.  Click here for more information

Setting up Integration with CaseWare Cloud

Setting up integration between Time and CaseWare Cloud enables you to merge your client data from Time to Cloud. You can then access your client data from Cloud. Click here for more information on the following for Cloud integration:
  • Requirements
  • Prerequisites
  • Procedure 
  • Results

Time Components Integrated with Cloud

When you enable Cloud Integration with Time, the following areas are actively merged between Time and Cloud, click here for more information
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