Integration with Apxium

Built specifically for accounting practices, Apxium is accounts receivable software with engagements, reminders, instalments and direct debit, and with all payments posted in your practice management system.

To find out more, visit apxium.com

Connecting Apxium to FYI

To connect Apxium to FYI, you will need to:

• Contact Axpium Support to enable the integration
• Obtain the Access Key ID and the Access Key Secret from FYI
• Add the details into Apxium

Step 1 - Enable the Integration

To enable the integration within your Apxium platform, you will first need to contact the Apxium Support Team at apxium.com/contact.

Step 2 - Obtain the Access Key ID and the Access Key Secret from FYI

Once the integration has been enabled within Apxium, you will need to retrieve the access details from within FYI.

1. From FYI, click the Automation menu option.
   
   
2. Go to the Apps tab.
   
3. Click the Apxium cog icon to edit the integration.
   
4. In the Apxium integration panel, click Create new secret. This will generate a new Access Key ID and Secret Key used to connect to FYI.
   
   
5. The Access Key Secret will be displayed in a pop-up. Click the clipboard icon to copy the key and paste it to Apxium or a secure location, for example, a vault.
   Important: You can only view the Secret key the first time this window is displayed. If the Key is required again, you must disconnect your integration and request a new Key before you reconnect your integration.
   
   

6. Click Done once you have saved the Secret Key to a secure location.
   
   

7. The Access Key ID will be displayed. Click the clipboard icon to copy and paste the information to Apxium or a secure location.

Step 3 - Adding the FYI Access Key ID and Access Key Secret into Apxium

Once you have obtained your details from FYI, you can add them into Apxium to connect the two systems.

1. In Apxium, navigate to Admin - FYI Connection. 
   
   
2. Enter your FYI Access ID and FYI Access Secret.
   
   
3. Click Update API Token.
   
   
4. Update the FYI Configuration settings as required.

For more information, contact the Apxium Support Team at apxium.com/contact