How do I get started with CCH Axcess Open Integration?

  • Article Type:
  • How To
  • Last Modified:
  • 01/14/2021

Objectives

Learn how to start using Open Integration Kit

Environment

CCH Axcess Open Integration Platform

Procedure

  1. Contact your Solution Consultant to obtain a license for the integration kits that meet your needs. 
  2. Add Open Integration Kit to your Software News Profile so that you will receive communications about product issues or changes. For details, refer to the article How do I subscribe to CCH Software News or change my profile for it?
  3. Install CCH Axcess Install and Update Manager as described in How do I install CCH Axcess™ Install and Update Manager?
  4. Install the latest kit as described in How do I install Open Integration Kit (OIK)?
  5. Review help and readme files that are installed with the integration kit. 
  6. Obtain your integrator key as described in How do I install Open Integration Kit (OIK) Integrator ID File?
  7. Insert your integrator key into the code samples, compile, and use the mock applications to learn how each API functions.
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