When FYI is integrated with CCH Central, your Clients, Client Contacts, Jobs and Users are imported and continuously synchronised with FYI. Changes made in CCH Central are reflected in FYI.
The sync from CCH Central to FYI happens every 15 minutes.
This ensures that CCH Central continues to be your single source of truth for client information.
Note: If a client email address field contains multiple addresses, these will be imported as a single value to FYI, making the email field unusable for email selection, AutoFile and Collaborate. Refer to Client Email Address Synchronisation.
Summary of Synchronisation
The following is a summary of what data is currently synced from CCH Central to FYI.
| Event in CCH Central | Notes | |
| Clients | Create or Edit |
All clients, including archived are synced. If an entity is listed as a Parent Client in CCH Central, the entity will be created as a Client Group in FYI, and Child Clients will be created as Clients in the Client Group in FYI. If a client email address field contains multiple addresses, they will be imported as a single value, making this field unusable in FYI. Refer to Client Email Address Synchronisation. |
| Client Custom Fields | Create or Edit |
Client Custom Fields will sync to FYI's Custom Fields tab. |
| Archived Clients | Close Client | The client is auto-archived in FYI. |
| Client Addresses | Create or Edit | Main address only. Limited to two address lines in FYI. |
| Client Contacts | Create or Edit | |
| Jobs | Create or Edit | Only Open jobs will be synced with FYI. Jobs will not be synchronised for archived clients. |
| Users | Create or Edit | All active employees must have an email address recorded in CCH Central. |
FYI does not currently sync the following:
- Client Security - it will need to be set up in FYI directly
- 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 CCH Central will not be reflected in FYI by the synchronisation.
- No data is synced from FYI to CCH Central including time.
- The Open in PM icon does not open the Client in CCH Central.
Field Synchronisation
Click on the headings below to view a list of fields synchronised with FYI.
| Field |
| Client Code |
| Client Name |
| Contact Name |
| First Name |
| Last Name |
| Client Manager |
| Client Manager Email |
| Mobile |
| Company Name |
| Other Name |
| Client Partner |
| Partner's Email |
| Phone |
| Postal Address |
| Postal City |
| Postal Country |
| Postal Postcode |
| Postal Region |
| Salutation |
| Physical Address |
| Physical City |
| Physical Country |
| Physical Postcode |
| Physical Region |
| Title |
| Client Details |
| Client Group |
| Custom Fields and Values |
| Field |
| Name |
| ID |
| Client |
| Custom Fields |
| State |
| Due Date |
| Start Date |
| Manager |
| Partner |
| Modified |
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 |
Additional Synchronisation Details
Client Email Address Synchronisation
Where a Client Email address field in CCH contains multiple email addresses for the client, these will be imported as a single value in FYI. This format means the email field is unusable for sending emails, AutoFile, and using the Collaborate feature in FYI.
Practices should update the Client Email address field in CCH to include only one email address for the client. Where any additional email addresses are required for that client, the Contact fields should be used to manage these separately.