How To
Synchronise with CCH Central
CCH Company Secretarial
This section explains how to set up the synchronisation options between CCH Company Secretarial and CCH Central
Synchronising with CCH Central User Guide
- This user guide covers Installing the service and configuring the synchronisation of data between CCH Company Secretarial and CCH Central.
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.
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
Persons with significant control
Persons with significant control