Getting Started as an Implementor

Becoming an FYI Implementation Partner

To ensure our clients receive only the highest quality of onboarding, we are very considerate when assessing potential implementation partners. To discuss potential opportunities, please refer to the FYI Partner Program.

Setting up an FYI Trial on behalf of a client

As an implementor, you will be assisting your clients with a range of tasks, one of the first ones being the setup of a new trial. You can create a trial on behalf of your client. For practices integrated with Xero Practice Manager, be sure to use the correct Xero Practice Manager ID and email address when configuring.

Tip: For either of the cases outlined below, we suggest creating a unique browser profile for each of your clients. This will provide you easy access, in the future, to log in to each of your client sites. You can do this in Google Chrome, or your preferred browser. For information on how to create a Chrome profile, refer to the Google help article Share Chrome with others.

To set up an FYI trial:

• If you are a Microsoft 365 user yourself.
  1. Ensure you are using an appropriate Microsoft 365 plan. Refer to Prerequisites for using FYI in your Practice.
      
  2. Create a free support user that you will use for this client.
     Refer to Adding New Users Directly to FYI in Managing Users. Your support user name should be: clientname.support@implementordomain.com
     
     For example, if your client is "Accountants Forever",
     and your implementor domain is "topgunimplementors.com",
     the support user would be "accountantsforever.support@topgunimplementors.com"
     
     Note: It is important to follow this support user convention as it will allow us to provide you with some additional admin functionality to assist your clients.
      
  3. Use this free support user to create the trial instance and log in to FYI. 
      
• If you do not have Microsoft 365 yourself. Have a support user arranged by your client:
  1. Ensure your client is already on the appropriate Microsoft 365 plan. Refer to Prerequisites for using FYI in your Practice.
      
  2. Ask your client to create a free support user for you. Refer to Adding New Users Directly to FYI in Managing Users.
      
  3. Use this free support user to create the trial instance and log in to FYI

Once you create your client's free trial, ensure you log in with the support user that either you created or your client created for you. This will ensure their FYI instance is linked to their Microsoft 365 account, rather than to yours. 

If you are operating in a browser profile specific to that client (as per our Tip above), you can even tell Microsoft 365 to remember your credentials (as it is completely separate from your personal account).

Accessing an FYI demo account

All of FYI’s implementation partners will be given access to a demo account in due course. We want you to have access to a free account so that you test the product, and demo it to interested customers.

Login details for this demo account will be issued as part of the onboarding process.

Upon receipt of the credentials, we suggest you create a new profile in Chrome (refer to the Google help article Share Chrome with others), bookmark FYI, Outlook and Office and you are up and running. 

Do I need Microsoft 365 and Xero Practice Manager or practice management software to demo FYI?

No, you just need Google Chrome. The demo account details we provide you will include everything you need.