Pre-requisites for Open Integration Configuration
Pre-requisites for when Importing Data from Open Integration Configuration.
Open Integration Configuration
For first time users of Open Integration, you will need to run a full synchronisation between CCH Central and Open Integration
Note: the client list is populated from CCH Central. Please ensure you have created the client in CCH Central in order to view the client in finsit.
To run a full synchronisation:
- Within CCH Central, click File > Maintenance > OneClick
- Click SyncWorker Management Console
- Click Full Synchronisation
- Once Synchronisation is completed all businesses will be visible within Open Integration
The data needs to have been connected to a relevant data source, for example, a bookkeeping solution or CCH Accounts Production, please refer to Open Integration connecting to a data source