Connect FYI with your preferred practice management software for a universal view of each client from within FYI.
The available Practice Management solutions displayed will be specific to your region - either Australia and New Zealand, or the United Kingdom.
Click Connect to be taken to the Automation Apps page to integrate FYI with your chosen Practice Management platform.
If you wish to connect to your practice management software at a later date, click Skip this step. You will then be directed to your Onboarding Workspace.
In the future when you are ready to integrate FYI with your Practice Management platform, detailed instructions can be found on our Help Centre in the section Apps and Integrations or by clicking on the "Installation Guide" link on each app's page within FYI.
Click the links to view detailed information on connecting each integration:
- Xero Practice Manager (XPM) (Australia, New Zealand and United Kingdom)
- MYOB Practice Management (formerly GreatSoft) (Australia and New Zealand)
- MYOB (Australia and New Zealand)
- APS (Australia and New Zealand)
- IRIS (United Kingdom)
- CCH (United Kingdom)
Synchronised Data
The following is a summary of what data is synchronised from the practice management software to FYI.
Australia and New Zealand
| Feature | XPM | MYOB PM (formerly GreatSoft) | MYOB | APS |
| Clients | ||||
| Archived Clients | ||||
| Client Groups | ||||
| Client Addresses | ||||
| Client Contacts | ||||
| Client Custom Fields |
* Attributes |
|||
| Jobs |
|
|||
| Users |
United Kingdom
| Feature | IRIS | CCH Central |
| Clients | ||
| Archived Clients | ||
| Client Groups | ||
| Client Addresses | ||
| Client Contacts | ||
| Client Custom Fields | ||
| Jobs |
|
|
| Users |
For detailed information on the data synchronised with your Practice Management platform, refer to
- Xero Practice Manager (XPM) (Australia, New Zealand and United Kingdom)
- MYOB Practice Management (formerly GreatSoft) (Australia and New Zealand)
- MYOB (Australia and New Zealand)
- APS (Australia and New Zealand)
- IRIS (United Kingdom)
- CCH (United Kingdom)