Features

Connecting to your Practice Management software

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.

3186_Welcome_PM_integrations.gif

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:

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 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg
Archived Clients 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg
Client Groups 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg
Client Addresses 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg
Client Contacts 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg
Client Custom Fields 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg
* Attributes
Jobs 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg

4288_feature_available.svg
* Matters

Users 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg 4288_feature_available.svg

United Kingdom

Feature IRIS CCH Central
Clients 4288_feature_available.svg 4288_feature_available.svg
Archived Clients 4288_feature_available.svg 4288_feature_available.svg
Client Groups 4289_feature_not_available.svg 4288_feature_available.svg
Client Addresses 4288_feature_available.svg 4288_feature_available.svg
Client Contacts 4288_feature_available.svg 4288_feature_available.svg
Client Custom Fields 4288_feature_available.svg 4288_feature_available.svg
Jobs 4288_feature_available.svg

4288_feature_available.svg
* Open jobs only

Users 4288_feature_available.svg 4288_feature_available.svg

For detailed information on the data synchronised with your Practice Management platform, refer to

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