The FYI Practice Sync app allows you to connect and manage the synchronisation between FYI and MYOB, either the Accountants Enterprise (AE) or MYOB AO version.
This integration is available to FYI users in Australia and New Zealand.
For more information on MYOB refer to MYOB Accountants Enterprise or MYOB AO.
Notes: Practices can only be integrated with one Practice Management system in FYI.
Xero Tax cannot be connected when using Practice Sync.
Note: The MYOB migration to FYI Practice Management is currently in Beta. To join the Beta, please contact Support.
Enable the Practice Sync MYOB AE/AO Integration
Step 1 - Download the FYI Sync Desktop App
- In FYI, click the Automation menu option.
- Click the Apps tab.
- Locate the Practice Sync MYOB AE/AO tab and click the Settings cog icon.
- Click Download Sync App; the file will download and the options will be displayed in the browser.
- A message will be displayed to prompt you to select MYOB as your Practice Management Source Solution. Click the link and continue with Step 2 below.
Step 2 - Select your Preferred Practice Management Sync Source
Once you have prompted the download of the Practice Sync app, you will need to select MYOB as your preferred Practice Management Sync Source so that FYI can synchronise your data.
Important: If MYOB is not selected as the Source Practice Management Solution, data will not be synchronised with FYI.
- In FYI, click the Automation menu option.
- Click the Apps tab.
- Locate the Practice Management Sync app tile and click the Settings cog icon.
- In the Practice Manager drop-down, select MYOB AE/AO.
- Click Save.
Follow the instructions below to install the FYI Sync Desktop App, and return to the Practice Sync MYOB AE/AO app to configure the settings.
Step 3 - Install the FYI Sync Desktop App
The FYI Practice Sync desktop app is installed locally on your server/computer and used to integrate MYOB with FYI. An FYI Admin account is required as part of this process.
For detailed instructions, refer to the article Installing the FYI Practice Sync desktop app.
Once installed and connected, return to this article to configure the remaining settings for the MYOB integration.
Configuring the MYOB Sync Settings
Within FYI, you can manage your synchronisation settings for MYOB to suit your business requirements.
The field data that can be synchronised will be based on your practice's FYI plan.
Note: To control whether new users are created in FYI as Active or Inactive by default when synchronised from MYOB, refer to Managing Practice Settings.
| Field Option | Details |
| Field Sync Options |
The Practice Sync options give you the ability to control which fields are synchronised. By default, all options will be toggled off. To enable the synchronisation of data, click the option to change the toggle to On. To disable an option, click the toggle to switch the option off. Data that was previously synchronised will not be removed. |
| Client Phone Contacts |
Disabled by default, this setting controls the migration of contact details from the Addresses tab in MYOB. |
| Contacts |
Disabled by default, this setting controls the migration of contact details from the Associated tab in MYOB. |
| Time and Disbursements (Beta) |
Disabled by default, this setting controls the migration of unbilled Time Entries and Disbursements to FYI, including Estimates to Complete and Miscellaneous Charges. For practices migrating to the Elite plan, this should be toggled on, once the Sync Start date has been selected. Time and disbursements will be synchronised, and a nightly reconciliation practice activity will be raised. Note: Unposted Estimates from MYOB are not synchronised to FYI. |
| Invoices (Beta) |
This setting controls the migration of Paid, Unpaid, and Part Paid Invoices into FYI, and is disabled by default. When toggled on, these invoices will sync based on the sync start date. Note: Invoices will be created as an Invoice document in FYI, and will not be available as a PDF or Word Document. Refer to Searching for Invoices. For practices on the Pro plan, invoices will be available in the Document list only. Refer to Searching for Documents. |
| Use Milestone Status for Job State |
This option should be enabled when practices track Job Progress at a Milestone level instead of the Assignment Level. If this option is toggled off, the Job States in FYI will be displayed as Open, Held, or Closed. If the option is toggled on, Milestone Names in MYOB are synchronised to FYI as Job States. When a Job is updated to mark a Milestone as completed, the Job State in FYI will be updated to match. If multiple Milestones have been completed, it will reflect the Job State for the highest completed Milestone. Once the End Milestone has been completed, any other changes will not be synchronised to FYI. Note: If "Jobs" is not enabled, jobs will be managed directly in FYI, you can create Job States in FYI. Refer to Adding a New Job State in Managing Job States. |
| Use Assignment Name for Job Name |
This option should be used when practices wish to use the Assignment Name in MYOB as the Job Name in FYI. By default, this option is switched off. When the toggle is off, jobs will be created with a name using the following format:
When the toggle is on, jobs will be created with a name using the following format:
|
| Incremental Sync |
Disabled by default, this setting controls whether the synchronisation performs a full synchronisation, or when enabled, only changes made since the last synchronisation. |
| Sync start date |
This setting controls the synchronisation of Jobs, Time, Disbursements, and Invoices. By default, the sync start date is set to 18 months from when the practice sync app is installed and configured. If a date is not selected, FYI will select the default range and sync information 18 months prior to the date the practice sync app is configured. Any Jobs, time, disbursements, Miscellaneous charges, estimates to complete and invoice data that is open, unbilled, or unpaid, that falls before this date will also be synchronised with FYI. |
| Change Synchronisation Frequency |
By default, the synchronisation frequency is set to 15 minutes. This can be adjusted by clicking the drop-down and selecting one of the options up to 120 minutes (2 hours). 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 Contacts, there will be a 15 minute wait before the next full sync starts. |
| Field Mapping |
These fields allow for custom information to be used during the integration. You will be able to enter:
Click the field to enter the name of the MYOB field to be mapped to the corresponding FYI field. Click the Tick icon to save the changes, or X to cancel. When mapping an address to a field in MYOB, these fields will be used in a hierarchy to determine which address should be synchronised for the client. Refer to Synchronising Clients, Users and Jobs with MYOB AE & AO (Australia & New Zealand Only) |
| Flush Cache |
Click the "Flush Cache" button to ensure the cache is flushed during the next synchronisation. A message will briefly display to confirm your request, and the "Flush Cache" button will be inactive until the cache flush has been completed. |
View Synchronisation History
The Practice Sync MYOB AE/AO settings in FYI display the date the app was connected and the date of the last synchronisation.
Updates will be added to the Practice Activity log when sync options are toggled on/off, an error is recorded, or when a sync has been completed, e.g. Clients: 34 Synced. Refer to the Practice Activity article for more information.
Click the line in Practice Activity to view detailed information in the drawer.
To receive a notification when there has been an update with a status of "Action Required" or "Failure", FYI offers a Practice Activity Alert custom automation process. Refer to Practice Activity Alert for step-by-step instructions.
Disconnecting the Practice Sync MYOB AE/AO Integration
For practices transitioning from Practice Sync to FYI Practice Management solution or who no longer need to be integrated with Practice Sync have the ability to Disconnect the Practice Sync integration.
Once this process is complete, any changes made in your practice management solution will no longer sync to FYI.
- In FYI, click the Automation menu option.
- Click the Apps tab.
- Locate the Practice Sync MYOB AE/AO app and click the Settings cog icon.
- Your Practice Sync Settings will display.
- Click the Disconnect button.
Note: Once you proceed, any changes made in your practice management solution will no longer sync to FYI.
- The Disconnect FYI Sync window displays to confirm you wish to continue with disconnecting your Practice Sync integration. Click Continue to disconnect the Practice Sync integration.
Or Cancel to return to the App. - The Practice Sync disconnected window will display, confirming that the Practice Sync has stopped.
- Clicking on the Practice Management Sync hyperlink opens the Practice Management Sync app to select your preferred Source Practice Management source from the dropdown.