Difficulty syncing clients in Xero Practice Manager to FYI
For practices integrated with Xero Practice Manager, a client that was added in Xero Practice Manager is not showing as a client in FYI.
The client in Xero Practice Manager has not fully synchronised with FYI.
- Please contact the FYI Support Team to check that your Xero Practice Manager key linked to FYI is correct.
- If your Xero Practice Manager shows as enabled (in Xero Practice Manager), disable and re-enable it.
- In Xero Practice Manager, if the green button is showing enabled, you may need to click it for the added names in Xero Practice Manager to sync to FYI.
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