Practice Management Sync (Beta)

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

    2739_Automation_App_Practice_Management_Sync_settings.gif
  5. Click Save

Changing Source from FYI to Xero Practice Manager

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

Note: Job Categories created in FYI will not synchronise to XPM. If you wish for these categories to maintain their current state, we recommend before enabling Xero Practice Manager that you create a Custom Field and use Bulk Update to match the new Custom Field with the Job Category. Refer to Jobs Bulk Update (Beta) and Managing Custom Fields.

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