Adding Clients to Workflow

We’ve come across a few issues with getting clients added to Workflow so I thought I’d make sure everyone has this information. When you create a new client in Axcess the following items must be completed before they will show up to import into Workflow:

1. Status should be Active Client.
2. Office, the Location must be chosen.
3. Entity Type.
4. Fiscal Year End Month.

The sync between Axcess and Workflow runs at 7:00 am. 11:00 am, 3:00 pm, 7:00 pm and 11:00 pm every day. The sync has been taking approximately 1 hour 45 minutes each time it runs. Once it has finished running any clients that were created since the last sync can be imported.

To import a client into workflow:

1. Log into Workflow
2. Click the gear icon at the top right
3. Scroll down to the bottom and click CCH Integration
4. On the Scheduler tab, click scheduler logs and make sure there is not currently a sync running. The most recent one must show completed.

5. Click Data Management at the top of the screen.
6. Click Both (Not Linked & Excluded)
7. Click Search. This search can take as long as 6 minutes to run. If it has run longer than 6 minutes the sync is stuck and you should close the window and start over.

8. Once the search has completed you can click any column heading to sort by that colum.
9. Scroll through the list and check the box to select the client you want to add.
10. Click Import
11. Another screen will come up with a list of any clients you have selected to import. If there is anything missing/wrong with a client it will be highlighted in yellow and must be corrected before importing. You can do this by selecting the client and choosing update details.
12. Once all clients are updated, click import client
13. The window will then show if the import was successful or not.

Tanya