WinAcc can automatically retrieve customer data from your CRM software. The data is automatically transferred from AdminPulse to Caseware in the background.
The following data will come from AdminPulse:- Company name
- Address
- Date of general meeting
- Directors
- Shareholders
- Supervisory Directors
Do any data need to be modified? Then in most cases you can simply modify them in AdminPulse. Caseware takes over the data.
Installation (one time only)
Create your token in AdminPulse:
- Navigate to https://app.adminpulse.be/#/profile/accesstokens
- Enter the name of the token (ex : Caseware)
- Choose an expiration date of the token
- Select “Read relations”
- Click on OK
- Copy this token to the Caseware environment.
General information for API keys can be found here :
https://adminpulse.zendesk.com/hc/nl-be/articles/8331100368924
Activating the link in WinAcc
1. Go to settings and click on office settings
2. Log in as an Admin. You can use the password pragmaparam
3. Scroll through to the general settings and place the token here:
Working method within WinAcc
1. Existing Engagement
- Is your company number filled in? Then the file information will be updated when you open your file.
- Do you make an adjustment in AdminPulse when your Caseware file is open? Then it is best to restart your Caseware file.
- Switching between tab “Home” and “Permanent data” will also update everything
Keep in mind that an update may take a while.
2. New Engagement / engagement that has not yet been synced with AdminPulse
- In the dashboard, go to Permanent Data
- Fill in the company number
Important note on existing WinAcc files
When importing the Central Relationships (needed for directors, shareholders and also commissioners) your current relationships are not deleted. So you can check if all relations are in AdminPulse.
In the central relationships, you can see which relationships were added manually. WinAcc also checks for duplicate relationships among them. New icons appear:
