--- title: How do I import CaseWare file into an engagement? description: Users will have the ability to upload a CaseWare file and then import the data into an engagement. --- [Skip to content](https://crm.streamworkstech.com/en/engagements/how-do-i-import-caseware-file-from-engagement#main-content) English Show submenu for translations [More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new?hsLang=en) ![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Engagements](https://crm.streamworkstech.com/en/engagements?hsLang=en) 2. [Integrations](https://crm.streamworkstech.com/en/engagements/integrations?hsLang=en) # How do I import CaseWare file into an engagement? ## Users will have the ability to upload a CaseWare file and then import the data into an engagement. To import a **CaseWare file** into the engagement, it is important to ensure that your engagement has **CaseWare Migration** turned on. This can be done when creating the engagement, or in engagement settings. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Sep-16-2024-04-26-32-1019-PM.png?width=489&height=126&name=image-png-Sep-16-2024-04-26-32-1019-PM.png) To initiate CaseWare migration and import the data from CaseWare, the CaseWare icon must be clicked on the left navigational panel. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Sep-16-2024-04-28-56-2762-PM.png?width=241&height=105&name=image-png-Sep-16-2024-04-28-56-2762-PM.png) A box will be presented where you can drag and drop your **CaseWare ZIP file** for import. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Sep-16-2024-04-30-14-7768-PM.png?width=688&height=142&name=image-png-Sep-16-2024-04-30-14-7768-PM.png) Once CaseWare is uploaded, the user can click on "**Next**" to import the CaseWare data into the application. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Sep-16-2024-04-31-45-6205-PM.png?width=688&height=114&name=image-png-Sep-16-2024-04-31-45-6205-PM.png) Once imported, the user will be prompted to go to **Engagement Structure.** ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Sep-16-2024-04-32-57-6591-PM.png?width=491&height=144&name=image-png-Sep-16-2024-04-32-57-6591-PM.png) Once there, you can add the required files and content into the engagement, similar to how you would add files uploaded directly in the application. - [Getting started](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#main-content) - [Account Help](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#account-help) - [Getting Started](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#getting-started) - [General](https://crm.streamworkstech.com/en/engagements/general?hsLang=en) - [Integrations](https://crm.streamworkstech.com/en/engagements/integrations?hsLang=en) - [Compilation Engagement](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#main-content) - [Working Papers](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#working-papers) - [Firm Admin](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#firm-admin) - [Firm Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#firm-dashboard) - [Client Requests](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#client-requests) - [Engagement Settings](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#engagement-settings) - [Engagement Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#engagement-dashboard) - [Template Library](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#template-library) - [Archive Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#archive-engagements) - [Active Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#active-engagements) - [Review Note Summary](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#review-note-summary) - [User Management](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#user-management) - [Getting Started](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#getting-started) - [TAX](https://crm.streamworkstech.com/en/engagements/tax?hsLang=en) - [Quick-Start Guide](https://crm.streamworkstech.com/en/engagements/quick-start-guide?hsLang=en) - [Review Engagement](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#main-content) - [CMS Author - Template Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-template-library) - [CMS Author - Notes Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-notes-library) - [CMS Author - Risk Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-risk-library) - [CMS Author - Procedure Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-procedure-library) - [CMS Author - PBC library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-pbc-library) - [CMS Author - TB library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-tb-library) - [Release Notes](https://crm.streamworkstech.com/en/engagements/release-notes?hsLang=en) [![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png "Streamworks-Tech-Logo-Horizontal_Dark")](https://streamworkstech.com/) streamworkstech.com Help Center Copyright © 2025, Streamworks Tech Inc.