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 GreatSoft MYOB APS
Clients feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg
Archived Clients feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg
Client Groups feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg
Client Addresses feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg
Client Contacts feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg
Client Custom Fields feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg
* Attributes
Jobs feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg

feature-yes-tick.svg
* Matters

Users feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg feature-yes-tick.svg

United Kingdom

Feature Iris CCH Central
Clients feature-yes-tick.svg feature-yes-tick.svg
Archived Clients feature-yes-tick.svg feature-yes-tick.svg
Client Groups feature-no-cross.svg feature-yes-tick.svg
Client Addresses feature-yes-tick.svg feature-yes-tick.svg
Client Contacts feature-yes-tick.svg feature-yes-tick.svg
Client Custom Fields feature-yes-tick.svg feature-yes-tick.svg
Jobs feature-yes-tick.svg

feature-yes-tick.svg
* Open jobs only

Users feature-yes-tick.svg feature-yes-tick.svg

 

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

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