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, the next time a synchronisation occurs with your Practice Management solution an Alert will be displayed in Practice Activity. Refer to Practice Activity.

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.

    2738_Automation_App_Practice_Management_Sync_tile.gif
  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.

    2739_Automation_App_Practice_Management_Sync_settings.gif
  5. Click Save.

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

Changing Source from FYI to Xero Practice Manager

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

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