HowNow Online can be connected to CCH iFirm to pull in Client information.
Note: To complete this set up you will need your HowNow API key from CCH iFirm. The HowNow API key is the same used for connecting HowNow Server to CCH iFirm, should you already have this. If you need help in obtaining this please call our support team on 1300 333 424.
Login to the HowNow Online website - https://online.hownowhq.com as an Administrator for the Firm.
Once logged in click on the Welcome Back drop down in the top right of the page, and select Administration as shown below:
From the Administration page select the Connections option:
On the next screen click the Create New Connection button, choose the CCH iFirm logo from the available connections.
Click the Install Now button. (If you had a previous connection you will receive a dialog box warning of the possibility of duplicates.)
Enter your Firm's API details and test the connection. The Clients will start loading into HowNow Online and may take some time.
The connection log will provide updates as the sync progresses. 20 000 contacts can take approximately 15minutes.
Navigate back to connections and click on the spanner icon to review the logs.
Updates will automatically process every six hours.
Only click on the Refresh button when you wish to perform a manual update of the Client data.
There are two choices for manually Refreshing Client data.
1. Changes since last sync - this sync will run quickly and only update Client data that has been updated since the last refresh. This update is recommended if a manual sync is required as it does not put a load on the system.
2. Re-sync ALL client data - this sync may be required if some updated information is not able to be updated from the third party software - such as primary contact changes. This will re-sync all Client data so it may take some time - possibly up to 30 minutes, depending on the amount of Clients being transferred for your Firm.
NB: This refresh option should be used sparingly to reduce unnecessary network traffic.