CCH iFirm Integration Guide

The following section details the default field mapping between CCH iFirm Practice Manager and SharePoint Lists.

CCH iFirm Practice Manager Field	SharePoint Field
ClientCode	Title
name	Client Name
clientCode	Client ID
dateOfBirth	Date Of Birth
email	Email
workphone	Phone
name	Primary Contact Name
mailingName	Primary Contact Addressee
Salutation	Primary Contact Salutation
email	Primary Contact Email
cell	Primary Contact Mobile
workphone	Primary Contact Phone
taxnumber	Tax Number
Partner	Partner
Manager	Manager
Group	Client Group
accountname	BankAccountName
bsb	BankBSB
accountnumber	BankAccountNumber
PostalPostCode	Post Code
Postall Address 1-4	Postal Address
Postal City	Postal City
Postal Country	Postal Country
Postal Post Code	Postal Post Code
Postal Region	Postal Region
Address 1-4	Address
Region	Region
City	City
Country	Country
PostCode	Post Code
* NOT MAPPED *	Business Number
* NOT MAPPED *	Company Number
* NOT MAPPED *	Prepare GST
* NOT MAPPED *	Primary Contact Position
* NOT MAPPED *	Referral Source
* NOT MAPPED *	Website
* NOT MAPPED *	Export Code
* NOT MAPPED *	Signed Tax Authority
* NOT MAPPED *	GST Registered
* NOT MAPPED *	Agency Status
* NOT MAPPED *	Is Archived
* NOT MAPPED *	Is Prospect
* NOT MAPPED *	Account Manager ID
* NOT MAPPED *	Account Manager Name
* NOT MAPPED *	Job Manager ID
* NOT MAPPED *	Job manager Name
* NOT MAPPED *	is Deleted
* NOT MAPPED *	Bank Name

Field Mapping