Managing Client Links

You must export your client records from the other Wolters Kluwer application before you can link the clients to portals. During the linking process, Portal compares the client records in the exported file to the client data in Portal to find potential matches. You can then review these results and select which clients to links.

The batch linking process only needs to be completed once for all of the CCH Axcess modules. It must be performed separately for other Wolters Kluwer applications, since the client data is in different formats in each program.

To link clients in batches, do the following:

1. Export the client information from the other application. The data must be in a CSV, XLS, or XLSX format file.

   Note: For instructions on exporting client data from CCH Axcess , see Creating a Client List for Portal. Instructions for exporting client information from CCH ProSystem fx applications are in the product's help file.

2. After logging in to your portal, click the Administration tab on the navigation panel.

3. Select Setup > Manage Client Links.

4. Expand the Add client links section, if needed.
5. Select the application for which you want to link clients from the Select an application list.
6. Select the CSV, XLS, or XLSX file containing the client information for linking.
   1. Click the browse button .
   2. Navigate to and select the client data file.
   3. Click Open.
7. Click Find Matches. The system compares the client data file to data for existing portals, and then displays the data on one of the grid tabs.
8. Review the information on the match tabs and link clients as appropriate. Linking clients on one tab does not link the clients listed on other tabs. Click a link below to learn more about the linking process on each tab.

   • Exact Matches tab. Displays client data that exactly matches data for existing portals.

     1. If needed, change the portal selected for a client by typing the portal name in the Portal Name field.
     2. Verify that the check box is selected for each client that you want to link.
     3. Click Link Selected, and then click OK.

   • Possible Matches tab. Displays client data that partially matches data for existing portals. Potential matches are based on the criterion selected in the Show me possible matches based on list above the grid.

     1. For each possible match, either select a match or type the correct portal name in the Portal Name field.
     2. Select the check box for each client you want to link.
     3. Click Link Selected, and then click OK.
     4. To search for more matches, select a different option in the Show me possible matches based on list, and then click Find Matches.
     5. Repeat steps a through d as needed until no new possible matches display.
   • No Match Found and Unmatched Clients tabs. The No Match Found tab displays client data that does not match data for an existing portal. The Unmatched Clients tab displays a list of all clients from the import file who have not yet been linked to a portal. On both of these tabs, you can manually enter a Portal Name for a client.
     1. Type the correct portal name for each portal in the Portal Name field.
     2. Select the check boxes for each client you want to establish links for.
     3. Click Link Selected, and then click OK.

   Note: You can review the list of all the linked clients for the selected application on the Linked Clients tab. You cannot change a link on this tab. You can, however, remove an existing link by clicking the Undo button .