1. FYI
  2. Feature Guides
  3. Apps and Integrations
  4. Xero / Xero Practice Manager

Features

Synchronising with Xero Practice Manager where FYI is enabled as the PM Source

fyi_arrow_HC_icon.png Plan Availability:

Starter

Intermediate

Pro

Elite

When using FYI as the Practice Management Solution by enabling Time & Billing and selecting FYI as the PM Source, creating time entries, invoicing clients and maintaining certain job details will be performed directly within FYI, and not Xero Practice Manager (XPM).

As a result, the level of data synchronised with XPM will be reduced, with only specific details being synchronised from FYI. The synchronisation frequency, and the data shared between both systems, is detailed below.

For details on where Xero Practice Manager has been selected as the Practice Management source, refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.

Note: The Practice Management Source setting should not be confused with enabling FYI as the Primary Source of Client Data. Refer to Enabling FYI as Primary Source of Client Data and Synchronising with Xero Practice Manager where FYI is enabled for Primary Source of Client Data.

Data Synchronised with Xero Practice Manager

Click the headings to expand and collapse each section.

Clients
  Event Automatic Sync Manual Sync
Archived Clients Archive
in FYI 		Incremental sync every 15 minutes All users
Archived Clients Archive
in XPM 		Overnight All users
Client Details Create and Edit
in FYI

Incremental sync every 15 minutes

 All users
Client Details Create and Edit
in XPM

Incremental sync every 15 minutes

 All users
Client Groups Create and Edit
in FYI

Incremental sync every 15 minutes

 All users
Client Groups Create and Edit
in XPM

Incremental sync every 15 minutes

 N/A
Client Custom Fields Definitions Create and Edit
in FYI

Incremental sync every 15 minutes

 All users
Client Custom Fields Values Create and Edit
in FYI

Incremental sync every 15 minutes

 All users
Client Custom Field Definitions Create and Edit
in XPM

Overnight

 All users
Client Custom Fields Values Create and Edit
in XPM

N/A

 N/A
Jobs

The synchronisation of Jobs with XPM depends on the Job Type, and whether the job was created in XPM or FYI.

  Event Automatic Sync Manual Sync

Standard and Billing Jobs

Only the Job Name and Job State (when closed)

 Create or Edit
in FYI 		Incremental sync every 15 minutes All users

Standard Jobs
(if Workflow Jobs is not enabled prior to migration)

Billing Jobs
(if Workflow Jobs enabled prior to migration)

 Create, Edit or Delete
in XPM 		Incremental sync every 15 minutes All users
Workflow Jobs Create, Edit or Delete
in FYI 		N/A N/A
Workflow Jobs
(if Workflow Jobs enabled prior to migration)		 Create, Edit or Delete
in XPM 		Overnight If Maintain Jobs in FYI is set as "Off" in the Xero Practice Manager app
All users
(there could be a delay of 5 to 10 minutes to sync)
Job Templates Create, Edit or Delete
in FYI or XPM 		N/A N/A
Job State Create, Edit or Delete
in FYI 		N/A N/A

Job State
(must be assigned to an active job in XPM)

 Create, Edit or Delete
in XPM 		Incremental sync every 15 minutes All users

Job Description

 Create, Edit or Delete
in FYI 		Incremental sync every 15 minutes All Users

Job Description

 Create, Edit or Delete
in XPM 		N/A N/A
Assigned User Edit
in FYI 		N/A N/A
Assigned User Edit
in XPM 		Overnight N/A
Users
  Event Automatic Sync Manual Sync
Users Create and Edit
in FYI 		Incremental sync every 15 minutes N/A
Users Marked as Inactive
in FYI 		N/A N/A
Users Create, Edit and Delete
in XPM 		Overnight FYI Admins

Data Not Synchronised with Xero Practice Manager

The following data is not synchronised when FYI has been selected as the Practice Management Solution and Time and Billing has been enabled.

  • Xero Practice Manager Tasks used to create Workflow Jobs in FYI
  • Job Templates
  • Changes to the Job Description in XPM will not sync to FYI
  • Time or Disbursements (including deleting time previously synchronised with Xero Practice Manager)
  • Invoices
  • Milestones
  • Billing Entity
  • Client Mobile and Salutation (Mobile and Salutation for Contacts will synchronise)
  • Budget
    Note: for practices on the FYI Elite plan, an alternative solution is to create Billing and Workflow Jobs in FYI, as Workflow Jobs may be assigned to any client in the group.
Was this article helpful?
0 out of 0 found this helpful