The FYI Practice Sync Automation app enables the import process via CSV file, including jobs, clients, groups, and staff. Refer to Integration with Generic Practice Management Software and CSV Files for the integration with Generic Practice Management Software.
Please note: this is not related to the Practice Sync integration with MYOB, APS, IRIS, or CCH Central.
- Login to FYI as an FYI Admin.
- Click the Automation menu option.
- Go to the Apps tab.
- In Practice Sync, click the cog icon to edit this process.
- Set this to "On" to enable the Practice Sync.