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Setup

Set up data sharing

Through Onvio data sharing, you can share general client information among Onvio and CS Professional Suite applications that your firm has licensed (such as UltraTax CS, Accounting CS, and Practice CS). General client information includes a client's name, address, phone number, TIN, SSN, and so on.
We recommend that you populate clients from UltraTax CS into Onvio before completing these steps.
Follow these steps to turn on data sharing.
  1. Turn on data sharing and refer to the following list to learn what information is shared in each CS Professional Suite application.
  2. If you haven't already installed Onvio Link, do so now.
  3. Select the
    Onvio Link
     Onvio Link button button in your notification area or menu bar to open
    Onvio Link
    .
  4. Select
    Settings
     in the
    Onvio Link
     toolbar and make sure that the Onvio data location is correct for your firm. The default location is
    c:\wincsi\OnvioData
    .
  5. Make sure that the data location matches the data location settings in UltraTax CS, Accounting CS, and/or Practice CS.
  6. Mark the
    Enable Data Sharing
     checkbox and select
    OK
    . The following is a list of what information data shares with Onvio.
    • Accounting CS
      Client information
      • Telephone number
      • Address
      • Email address
      note
      Client information can data share from Onvio Clients or Contacts.
      Employee information
      • Address
      • Telephone
      • Date of birth
      note
      Employee information data shares from Onvio Contacts.
    • Practice CS
      Client screen > Main tab
      note
      All name fields share data only if the corresponding field in the receiving application is blank. If the field contains a value, the receiving application won’t allow changes to the corresponding field.
      • Name 1
      • Name 2
      • Individual First Name
      • Individual Last Name
      • Individual Date of Birth
      • Spouse First Name
      • Spouse Last Name
      • Spouse Date of Birth
      Client screen > Contact Info tab (Primary Address Only)
      • Address Line 1
      • Address Line 2
      • City
      • State
      • Zip
      • Country
      • All phone numbers
      • Email
    • UltraTax CS
      • First, Last name
      • Entity
      • SSN/EIN
      • Address
      • Email
      • Spouse first, last name, and email
Changes that you make to general client information in any CS Professional Suite application for which data sharing is enabled will now show up in Onvio. Also, any changes that you make to general client information in Onvio will be similarly reflected for the same client (matched by TIN or SSN) in any CS Professional application for which data sharing with Onvio is enabled.
note
  • Onvio Project data won't share with other applications.
  • Onvio won't share data with a standalone installation of Workpapers CS.
  • There is not a prompt to accept or reject data shared with Onvio. Information is automatically updated.
  • Onvio only shares data with the latest version of UltraTax CS

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff