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CCH Software User Documentation

Importing data from Open Integration into finsit

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This guide takes you through importing data from Open Integration into finsit.

Finsit is an integral part of CCH OneClick.  This guide assumes that the practice has already activated CCH OneClick, as well as the employees of that practice and their clients. Along with the relevant permissions for those employees to be able to access finsit.  For more information, refer to the CCH OneClick Practice Activation and Client setup guide

Finsit utilises Open Integration which is a smart set of technologies that enable the efficient transfer of financial data from bookkeeping products to CCH OneClick.  It pulls in the full nominal ledger transaction history and stores that data in its own secure cloud database. This data is then passed to finsit.



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