How to implement the Caseware Integration

[Belinda Frick]

The integration will allow calls and costs to be imported into Caseware Time. These
calls will be identified with an a reference entered on Topaz Callmonitor.

Requirements:
Topaz Version 1.7.0.0 or newer
FrontOffice Interface 1.0.0.27 or newer

When upgrading make sure the applications you are updating, is closed!
If you are running a Master and Client(s) TOPAZ, close all TOPAZ's.

The FrontOffice Interface setup:

How do I install the TOPAZ Front Office Interface?

Leave default settings in FrontOffice and only change the following:
In [Front Office -> OPTIONS -> GENERAL]
for "COMMUNICATION FORMAT", Choose "Caseware".
You can change the "CASEWARE FilePath"(location and filename of the Caseware file that will be created).
Make sure Caseware is expecting this file name at this location.

Setup in TOPAZ:

In "[SETUP -> PROPERTIES -> NETWORK/FRONTOFFICE]" in the "Enable Local Front Office" section:
Tick "Enable" (on the right in the "Local Front Office" box)
In the "OUTPUT FORMAT" section select:
"Caseware (Reference Only)" if you are using callmonitor or
"Caseware (Account codes)" for account codes
In "[SETUP -> PROPERTIES -> NETWORK/FRONTOFFICE]" in the "Network" section for "REMOTE FRONT OFFICE":
tick under "Enable".
default "IP Address" is '127.0.0.1'
default "Port" is '25002'.
(If Topaz and the Front Office interface is on different computers,Ensure that
the network settings are correct)

In "[SETUP -> PROPERTIES -> Billing]", configure the billing you require to be
exported to Caseware. This is the "price" in the export string.
ALSO SEE: Where do I add the markups for the billings?

Setup the billing per extension or account code:
Under "[DATA -> EXTENSION]"
Tick "Billings"
The "Caseware Time" User Code has to be entered in the "Location"
field for each extensions. ( Each user will have a code like this in Caseware Time
and this is the code that Topaz will export for calls made on the extensions.)Under "[DATA -> ACCOUNT CODE]"
Tick "Billings"
Enter the "Description" for this account code.

Make sure you are using the correct port!

Caseware:

In Casware the Work Code "TELP" has to be configured as an expense. All calls
that are exported from Topaz will be allocated to this Work Code. They will all have
the same description as "TelephoneCall". Also ensure that the correct Usercodes are
configured in Topaz , under the extensions -> Locations Field.


The data format that will be displayed on the screen in Front Office is a PIPE
delimited string. This string will then be processed and the following string
written to the caseware file:

X,TELP,07/10/2003,TelephoneCall,TEST,1,202.64,5671,202.64
X,TELP,07/10/2003,TelephoneCall,2963,1,202.64,5671,202.64


1:Type = X for expense.
2:Work Code = "TELP" This must be configured as an expense in Caseware
3:Date = dd/mm/yyyy
4:Reference = "TelephoneCall"
5:Client Num = "" or Destination (This will be the Reference typed into Callmonitor
or the Account code used on the phone)
6:Quantity = 1 (will always be 1)
7:Amount = cost of Call
8:Staff - Caseware User Number/Code (In Topaz -> DATA -> EXTENSION -> LOCATION
or DATA -> ACCOUNT CODE -> DESCRIPTION
This is the value that has been configured in Topaz for each extensions in
the Location Field.)
9: Rate = Amount

X,TELP,Date,TelephoneCall,Reference,1,Price,Location,Price