Setup ATX to Work with CCH iFirm

To set up ATX to share data with CCH iFirm, you need to do the following:

  1. In CCH iFirm, generate an API Key that will connect CCH iFirm to ATX.
  2. In ATX, enter your CCH iFirm Website Address andAPI Key on the Return Manager Preferences.

Completing this setup will ensure that you have access to CCH iFirm from within ATX, and that you will be able to sync ATX and iFirm contact data.