Resetting your connection between FYI and GreatSoft

If you need to reset the connection between FYI and GreatSoft, you should first consider the following important factors about the user who resets the connection:

  • The user should be a long-term user of FYI and GreatSoft in the future as the connection is dependent on their active status in both GreatSoft and FYI.
  • The user must be an FYI Admin and have Administrator access to GreatSoft.

For first-time connections, refer to Connecting GreatSoft.

Resetting the Connection

  1. From FYI, click the Automation menu option.

  2. Go to the Apps tab.


  3. In GreatSoft, click the cog icon to open the app for editing.


  4. Click Reset Connection


  5. The Delegate Access Permission screen will be displayed. Click Allow Access.

    1555 GreatSoft Getting Started Allow Access.gif

  6. You will be redirected back to FYI and the GreatSoft Settings page.

Step 2 - Review the Practice Management Source

Once GreatSoft has been connected, you'll need to confirm that GreatSoft is 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. The Practice Manager field should be set to GreatSoft automatically, otherwise, select GreatSoft from the drop-down list and click Save
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