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.
- Turn on data sharing and refer to the following list to learn what information is shared in each CS Professional Suite application.
- If you haven't already installed Onvio Link, do so now.
- Select theOnvio Link
button in your notification area or menu bar to open Onvio Link. - SelectSettingsin theOnvio Linktoolbar and make sure that the Onvio data location is correct for your firm. The default location isc:\wincsi\OnvioData.
- Make sure that the data location matches the data location settings in UltraTax CS, Accounting CS, and/or Practice CS.
- Mark theEnable Data Sharingcheckbox and selectOK. The following is a list of what information data shares with Onvio.
- Accounting CSClient information
- Telephone number
- Address
- Email address
noteClient information can be shared from either Onvio Clients or Contacts.Employee information- Address
- Telephone
- Date of birth
noteEmployee information data shares from Onvio Contacts. - Practice CStabnoteAll 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 accept 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
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
note- First, Last name and SSN/EIN are shared as a 1-time transfer only. Only email addresses, addresses, and phone numbers are continuously shared with UltraTax CS.
- Data sharing is only supported with the current-year version of UltraTax CS. Data sharing doesn't work with prior-year versions of UltraTax CS.
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.
