How To
Overview: Synchronise with CCH Central
CCH Company Secretarial
The integration between CCH Company Secretarial and CCH Central
Administrative use of the system
- CCH Central has access to a maintenance screen which will allow a user to add details to enable the sync between the two systems
- CCH Central has a Home Page control to view the Service Status
- CCH Central has a new screen to capture conflicts of data requiring resolution and use of the Central Merge facility.
- A new extra field has been added within CCH Central which has the ability to set a specific flag to a company or a person that requires to be sync’d with CCH Company Secretarial
Day to day usage
- A user working within CCH Company Secretarial will add Companies or people or make changes to information that are common within both systems, such as an address - the changes will be replicated in CCH Central
- A user working within CCH Central will add Companies or people or make changes to information that are common within both systems, such as an address – the changes will be replicated within CCH Company Secretarial
Note: the contact type used for syncing with CCH Company Secretarial is Limited companies and LLP's. Companies with a contact type of Other Organisation will not sync with CCH Company Secretarial.
See Appendix A for full details on the core fields that are synchronised between the two applications.
Related documents
CCH Company Secretarial Integration 2024.2 : Release Notes
The CCH Company Secretarial Integration 2024.2 Release Notes outline the installation prerequisites via the Central Suite Installer and detail updates regarding compliance with the Economic Crime and Corporate Transparency Act. Starting March 4, 2024, companies must provide a registered email address when filing confirmation statements or incorporating. The registered email will sync with company records in the Company Secretarial module. The document includes a legal disclaimer and copyright notice, emphasizing the confidentiality and proprietary nature of the information contained within.
Synchronise with CCH Central
This document provides a comprehensive guide on setting up synchronization between CCH Company Secretarial and CCH Central. It includes detailed instructions for installing the service, configuring data synchronization, and using various features such as the Data Analyser and contact management. Additionally, it contains sections on resolving error messages and multiple appendices for further reference. Links to specific topics within the guide are also provided for easy navigation.
Installing the Service
This document outlines the steps to install the CCH Company Secretarial service. Users must first acquire a CCH Company Secretarial license before running the CCH Central Suite Installer (CSI). It provides a link for detailed instructions on using the installer and notes that the service can be accessed via the Start menu under Services.
Configuration for CCH Company Secretarial
This document outlines the configuration settings for CCH Company Secretarial and its synchronization with CCH Central. It emphasizes the importance of reviewing and cleaning data before synchronization, using the Data Analyser feature for checking discrepancies. Users can choose between various synchronization methods and must ensure critical fields are populated to prevent data loss. The document also details address configuration, highlighting rules for identity flags, and mentions the new de-linking option for address changes affecting multiple records. Draft contact authorizations and the importance of synchronizing in small batches are also discussed.
Filing forms to companies house
Filing forms to companies house