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Integration with CCH

Manage Client Table > Batch upload records

For clients who use the
Manage Client Table
 feature, you can set up business names and locations for CCH Axcess binders in
Admin
,
Enterprise
, then
Manage Client Table
. This lets you upload binders through the API. This article explains how batch upload records. However, you can also add a single record.
  1. Go to
    FileRoom
    ,
    Admin
    , 
    Enterprise Features
    , then
    Manage Client Table
    .
  2. Select 
    ...Batch Upload
    . In the file upload window, select a file with an extension of
    .xls
     or
    .xlsx
     that contains your records.
    Follow these character limits for fields:
    • PSProject Name - 256 characters
    • BusinessUnitName - 30 characters
    • OfficeName - 50 characters
    • ReturnGroupName - 30 characters
    • Return Configuration - 100
  3. Once you upload the records, you'll see a confirmation.
  4. The uploaded records will be displayed. The
    PSProject ID
    fields will be automatically generated and displayed under the 
    PSProject ID
     for each record inserted using 
    Batch Upload
    .

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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