Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group Permissions
Practice Management Source: Not Available: XPM, FYI, APS, IRIS, MYOB AE & AO, MYOB Practice Management (formerly GreatSoft) Available: CCH Central
When FYI is integrated with CCH Central, your Clients, 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. The sync frequency refers to the time interval between the completion of a full sync process for all data and the start of the next sync. For example, if the last sync was for Clients, there will be a 15 minute wait before the next full sync starts.
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.
Note: When Practice Sync is connected, up to 18 months of historical data is synchronised from that date.
| Event in CCH Central | Notes | |
| Clients | Create or Edit |
All clients are synced, including archived clients. 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:
Note: The Client Partner and Client Manager sync from the Partner and Manager assigned to the client in CCH. |
| Client Custom Fields | Create or Edit |
Client Custom Fields will sync to FYI's Custom Fields tab. Updates to Custom Fields will not be synchronised for archived clients. Note: Custom Fields set as Number type are automatically converted to Decimal type in FYI. This ensures the field can support all numeric values. |
| 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. |
| Jobs | Create or Edit |
Jobs will not be synchronised for archived clients. Note: The Job Partner and Job Manager sync from the assignment in CCH. |
| Users | Create or Edit |
All employees with a valid email address and username will be synchronised to FYI. New users synchronised to FYI will be created with a Status of either Active or Inactive, depending on the New Users setting selected in Practice Settings. An FYI Admin can update the user status in Practice Settings. |
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.
- Data is not 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 | Notes |
| Client Code | |
| Client Name | |
|
Where there is no email address in CCH, the Client Email field will be blank in FYI. Invalid email addresses such as "No Email Address", will not synchronise to FYI. The Client Email field will be blank and a message will display in Practice Activity. |
|
| 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 | |
| Addressee | Synchronised from ContactName/MailingName. |
| Physical Address | |
| Physical City | |
| Physical Country | |
| Physical Postcode | |
| Physical Region | |
| Tax Number | Any invalid characters, including spaces, are removed during the sync from CCH to FYI. Only alpha and numeric values will display on the client record in FYI. |
| Title | |
| Client Details | |
| Client Group | |
| Custom Fields and Values | Custom Fields set as Number type are automatically converted to Decimal type in FYI. This ensures the field can support all numeric values. |
| Field | Notes |
| Name | |
| ID | |
| Client | |
| Custom Fields | |
| State |
The Job State will have the "Hide from Board" setting enabled in FYI by default. When Jobs are enabled in the CCH Practice Sync settings, the Assignment Job state will be synchronised. To synchronise Milestones as a Job State, the "Use Milestone Status for Job State" option must be enabled in CCH Practice Sync settings. When this setting is enabled and no milestones exist for the job, the Assignment status determines whether the job is synchronised to FYI as Open or Closed. Refer to Use Milestone Status for Job State Synchronisation. |
| Due Date | |
| Start Date | |
| Manager | |
| Partner | |
| Modified | |
| Job Budget | Limited to a maximum of $999,999. |
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 | Notes |
| Name | Users without a name will not be synchronised. |
| Users are identified during sync by matching email first, then alias email, or finally the Source ID. |
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.
Use Milestone Status for Job State Synchronisation
The following scenarios apply when the Use Milestone Status for Job State setting is enabled in the CCH Practice Sync settings, and no milestones exist for the job.
If the client is Active in CCH:
- The Assignment status is Closed, the closed job is included in the sync and is imported or updated in FYI as "Closed".
- The Assignment status is Open, the closed job is included in the sync and is imported or updated in FYI as "Open".