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Troubleshooting CCH Axcess Integration Errors 

Internal Guide for Client-Facing Teams: This article provides a step-by-step process for troubleshooting integration erros when assisting clients using the K1 Aggregator and CCH Axcess integration.

Errors may require reviewing data in both K1 Aggregator and CCH Axcess. The primary troubleshooting approach is to compare the investment data between both systems, correct any mismatches or missing information, and integrate.

Internal Note: 

Generally, integration errors are caused by data mismatch or missing data in one or both solutions. Always ensure all datapoints match in exactly K1A and CCH Axcess.

Before You Begin

Ensure you have: 

  • Export Passthrough Entity Report (retrieve from client)
  • Standard Row Template Report from K1 Aggregator

Troubleshooting CCH Axcess Errors, Internal Guide for Client-Facing Teams

Use this guide to troubleshoot errors when assisting clients with the K1 Aggregator and CCH Axcess integration. Start by exporting data from both systems and comparing the integration values.

Step 1: Export the Standard Row Template

In K1 Aggregator:

  1. Navigate to Manage Investments.
  2. Select the applicable investments.
  3. Select Bulk Actions > Export Selected Investments > Standard Row Template.

Step 2: Export the Passthrough Entity Report

In CCH Axcess, have the client export the K1 Passthrough Entity Report.

Use this report with the Standard Row Template to compare the data stored in both systems.

Step 3: Compare the Data

Compare the two reports and confirm the following values match between K1 Aggregator and CCH Axcess for all investments:

  • Return ID — Must match exactly.
  • Investment EIN — Confirm the EIN is correct. Duplicate EINs are allowed when each has a unique Activity Number.
  • Activity Number — Must match. Best practice is to use the Activity Number from CCH Axcess in K1 Aggregator.

Correct any mismatched data before attempting the integration again.

Step 4: Check the Investment Name

Confirm that:

  • The Investment Name is unique. Duplicate Investment Names are not supported.
  • The Investment Name does not exceed 50 characters in CCH Axcess.

Step 5: Check for Additional Integration Issues

If errors continue, check the following:

  • Foreign Disclosures: If Foreign Disclosures were selected during the wizard process, an integration error will occur. CCH Axcess integration does not currently support Foreign Disclosures.

Step 6: Reintegrate

After correcting any issues:

  1. Save the changes and/or share 
  2. Reintegrate from K1 Aggregator to CCH Axcess.
  3. Confirm the error is resolved.

If Errors Continue:

If the data matches and errors continue after completing the applicable checks above, follow the standard internal escalation process.

When escalating, document which troubleshooting steps were completed and any discrepancies that were identified.

When to Escalate

Escalate the issue if errors continue after all applicable troubleshooting steps have been completed and the integration data has been confirmed to match.

When escalating, include the relevant troubleshooting information available under approved internal support procedures, such as which checks were completed and whether any mismatches were identified.

Do not include client-sensitive information outside approved support channels.