Synchronising with CCH Central
Here you’ll find product guides to assist in using CCH Company Secretarial.
Last update: CCH Company Secretarial
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.
CCH Company Secretarial
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.
CCH Company Secretarial
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.
CCH Company Secretarial
Overview: Synchronise with CCH Central
This document outlines the integration between CCH Company Secretarial and CCH Central. It details administrative functionalities, including system maintenance screens for syncing and managing data conflicts, as well as new features for tracking companies or individuals needing synchronization. Daily usage procedures are explained, highlighting that changes made in either system for shared information, like addresses, will be reflected in the other. Additionally, it specifies that only Limited companies and LLPs are eligible for syncing, excluding those categorized as "Other Organisation." For comprehensive details on synchronized fields, users are referred to Appendix A.