Connect Qlik and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Qlik
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Qlik and CCH Axcess
Enable Integrations or automations with these events of Qlik and CCH Axcess
Actions
Create App
Create a new Qlik Sense app
List All Spaces
Get all spaces in tenant
Create Space
Create a new space in Qlik.
Copy App
Duplicate an existing Qlik app
List Items
Get apps, dashboards, datasets
Invite User
Invite user and assign roles
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Frequently Asked Questions
To start, connect both your Qlik and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Qlik triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Qlik data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.
The data sync between Qlik and CCH Axcess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Qlik and CCH Axcess. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Qlik
Qlik is a powerful data analytics and business intelligence platform that helps organizations make data-driven decisions. It offers a range of tools for data visualization, reporting, and dashboard creation, enabling users to gain insights from their data quickly and efficiently.
Learn MoreAbout CCH Axcess
CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
Learn More
