Practice Management Sync app

The FYI Practice Management Sync App allows you to select your Practice Management Source. This ensures you will only synchronise data from your preferred source, perfect for when you're migrating from one Practice Management solution to another.

If you don't have a source selected, data won't be synchronised with FYI and an Alert will be displayed in Practice Activity. Refer to Practice Activity.

Note: If selecting FYI as the Practice Management source, regular synchronisations with Xero Practice Manager will still occur. Refer to Synchronising with Xero Practice Manager where FYI is enabled as the PM Source.

Select a Practice Management Source

To select your preferred Practice Management Source:

  1. In FYI, click the Automation menu option.

  2. Click the Apps tab.

  3. Locate the Practice Management Sync app tile and click the Settings cog icon.

  4. In the Practice Manager drop-down, select your preferred Practice Management solution.
    Note: Once this option has been set to Xero Practice Manager, the field will be disabled and cannot be changed.

  5. Click Save.

  6. A confirmation message may be displayed. Click Yes.

  7. An event will be added to Practice Activity to confirm the source was changed.

Selecting FYI as the Practice Manager Source

Practices on the Elite plan have the option to move to FYI as the Practice Management source. Once selected, the synchronisation frequency with Xero Practice Manager will be adjusted, and some features within FYI may be modified. For example, the "Completed" Job State will be updated to automatically lock Time and Disbursements.

Before enabling FYI as the Practice Manager source, please ensure you have reviewed the following articles:

If changing from a Practice Sync integration (MYOB, APS, CCH Central, or IRIS) to FYI, a prompt will be displayed to remind users to disconnect and uninstall the Practice Sync app. Refer to Disconnecting Practice Sync integrations

Changing Source from FYI to Xero Practice Manager

If changing the source from FYI to Xero Practice Manager, features available on the FYI Elite plan may no longer be available.

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