Synchronising Clients, Jobs and Users with IRIS (United Kingdom only)

When FYI is integrated with IRIS, your Clients, Client Contacts, Jobs and Users are imported from IRIS and continuously synchronised with FYI. Changes made in IRIS are reflected in FYI.

The sync from IRIS to FYI happens every 15 minutes.

This ensures that IRIS continues to be your single source of truth for client information.

Summary of Synchronisation

The following is a summary of what data is currently synced from IRIS to FYI.

  Event in IRIS Notes
Clients Create or Edit All clients, including archived are synced.
Client Addresses Create or Edit Only two address lines appear in FYI.
Client Contacts Create or Edit  
Client Custom Fields Create or Edit Will be created as "Checkbox" Type in FYI
Client Groups Create or Edit  
Jobs Create or Edit  
Users Create or Edit All active employees must have an email address recorded in IRIS.

FYI does not currently sync the following: 

  • Client Security - it will need to be set up in FYI directly
  • Relationships
  • Time
  • Document and Email Templates
  • Internal Documents such as Policies and Procedures
  • Tax Returns

We will continue to work on these areas so they are included in the future.

Additional Notes:

  • Any data deleted in IRIS will not be reflected in FYI by the synchronisation.
  • Clients archived in IRIS are not auto-archived in FYI by the synchronisation.
  • No data is synced from FYI to IRIS including time.
  • The Open in PM icon does not open the Client in IRIS.

Field Synchronisation

Clients
Fields
Client Code
Client Name
Contact Name
Email
Mobile
Partner
Phone
Postal Address
Postal City
Postal Country
Postal Postcode
Postal Region
Salutation
Physical Address
Physical City
Physical Country
Physical Postcode
Physical Region
Tax Number
Client Group
Client Manager
Client Custom Field Values
Client Custom Field Definitions
Users

A new user will only be created if the email address does not already exist for another user in either the FYI Email or Alias fields.

Field
Name
Email
Jobs
Field
Job Name
Client Group
Client
Job State
Job Budget Amount
Partner
Manager
Start Date
Due Date
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