Filing accounts from Digita error: company/LLP not synchronized

Scenario

Causes

The company/LLP has not been uplifted to Onvio and so does not have an Onvio Client ID and Onvio Contact ID.
The company/LLP has been uplifted to Onvio but has not been updated in Digita Accounts Production Advanced.
The company/LLP has been uplifted but there's no Onvio Client ID or Contact ID in Digita Practice Management.

Solutions

Make sure that you have installed Onvio Link on your device.
Take the following steps to make sure that you have enabled Onvio Sync in Digita Practice Management.
Log in to Digita Practice Management as administrator.
Select
Tools
,
Options
, then
Advanced Options
.
Select
Onvio Sync
,
then
Edit
.
Tick the
Onvio Sync
checkbox, then select
OK
.

Right-click the client's name in Digita Practice Management, select
Onvio
, then
Send to Onvio
.
Enter your Onvio Link login credentials if prompted to do so.
Check that the
Onvio
Client ID
and
Onvio Contact ID
field columns are shown in the Clients screen of Digita Practice Management. If not, select
Field Chooser
, then double-click these fields to add them.
Check that the
Onvio
Client ID
and
Onvio
Contact ID
are displayed for this client.
Follow the instructions below to update Digita Accounts Production Advanced.

Open the client in Digita Accounts Production Advanced.
Select
Integration
at the bottom left, then
Update client
.

In Digita Practice Management, right-click on the client's name and select
Onvio
, then
Unlink Onvio
from the context menu.
Right-click on the client's name again and select
Onvio
, then
Send to Onvio
from the context menu.
Enter your credentials to log in to Onvio Link, if prompted to do so.
In Onvio, select
Setup
,
Utilities
, then
Migrations
.
If there is a conflict, resolve it by taking the steps in the Conflict resolution article.
Restart Digita Practice Management and select
Clients
.
Check that there's a tick in the Onvio column for the client.
Select
Integration
at the bottom left to sync the new client IDs.