When FYI is integrated with MYOB Practice Management (formerly GreatSoft), your Clients, Jobs (which are synced from MYOB PM Tasks) and Users (synced from MYOB PM Employees) are imported from MYOB PM and continuously synchronised with FYI.
The sync from MYOB PM to FYI happens every 15 minutes.
This ensures that MYOB PM continues to be your single source of truth for client information.
Synchronised Data
Sync from FYI
No data is synced from FYI to MYOB PM.
Clients
Clicking the Open in PM icon in the Client - Summary, opens the client in MYOB PM.
Client Groups
A Client in MYOB PM can also be used as a Client Group.
In FYI currently, when filing documents under a Client Group where the Group is also the Client, it is not possible to see the Jobs of that Client at the Group level.
UDFs
Client and Job UDFs (User Defined Fields) in MYOB PM are synced to FYI as Custom Fields. These can also be used as Merge Fields. Refer to Managing Custom Fields, Including Merge Fields in Email Templates and Signatures and Including Merge Fields in Word Templates and Stationery.
Jobs
- Jobs are synced from Tasks in MYOB PM.
- Jobs synced from MYOB PM do not have a Due Date.
- The Open in PM icon in the Job drawer is not relevant for MYOB PM.
- Deleted Jobs in MYOB PM are not supported; Jobs will need to be manually marked as Cancelled in FYI.
Job States
- There are no states in the MYOB PM tasks, so no Job States are synced to FYI.
- Jobs initially sync to FYI with a job state of "Planned".
- If a task in MYOB PM has a Closed Date, it will appear in FYI with the Job State set as "Completed".
- The Closed Date in the MYOB PM task displays in the Due Date in the FYI Job.
- Jobs are also allocated a Job State according to the Allow Time/Expense Capture indicator in MYOB PM.
- If Allow Time/Expense Capture is ticked in MYOB PM and there is no Closed Date, the Job in FYI is set with the Job State as "In Progress".
- If Allow Time/Expense Capture is unticked in MYOB PM and there is no Closed Date, the Job in FYI is set with the Job State as "Planned".
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When a Job is "Complete" in MYOB PM, the Job State will be set as "Complete" in FYI.
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When a Job is "Pending" in MYOB PM, the Job State will be set as "Pending" in FYI.
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If a Job is "In Progress" in MYOB PM and "Complete" or "Planned" in FYI then the Job State will be set as "In Progress" in FYI.
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If a Job is "In Progress" in FYI, and it is not "Complete" or "Planned" in MYOB PM, then the Job State is not changed in FYI.
Time in FYI
As no information is synced from FYI to MYOB PM, Time in FYI is not relevant for an account integrated with MYOB PM.
Synchronising MYOB Practice Management Data with FYI
When FYI is integrated with MYOB PM, your Clients, Jobs (which are synced from MYOB PM Tasks) and Users (synced from MYOB PM Employees) are imported from MYOB PM and continuously synchronised with FYI.
The sync from MYOB PM to FYI happens every 15 minutes. Refer to the table below for what data is synced. No data is synced from FYI to MYOB PM.
The Sync occurs in the following ways:
Automatic Sync
A sync from MYOB PM to FYI occurs automatically every 15 minutes.
Manual Sync
A manual sync from MYOB PM to FYI can also be run, as and when needed.
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FYI Admins
An FYI Admin can run a manual sync for Clients, Jobs and Users from the Automation dashboard. Refer to FYI Admins - Running a Manual Sync with MYOB PM in Running a Manual Sync with MYOB Practice Management (formerly GreatSoft) and Additional Notes on Syncing.
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All Users
All users can run a manual sync for Clients and Jobs using the Sync function on the Clients list or Job list. Refer to All Users - Running a Sync from the Clients or Jobs List in Running a Manual Sync with MYOB Practice Management (formerly GreatSoft) and Additional Notes on Syncing.
Summary of Synchronisation
The following is a summary of when the event and changes in MYOB PM are synced.
| Event in MYOB PM |
Automatic Sync | Manual Sync |
Notes |
|
| Clients | Create or Edit |
Every 15 minutes | All Users | In FYI, clients synced from MYOB PM show the Source as "MYOB PM". |
| Archived Clients | Close Client | Every 15 minutes | All Users | Client is Archived in FYI |
| Client Groups | Create, Edit or Delete |
Every 15 minutes | All Users | |
| Client Addresses | Create, Edit, Delete | Every 15 minutes | All Users | Only the Postal and Physical Addresses are synced to FYI. Currently, if these are text boxes in MYOB PM, they are not synced to FYI and this will be corrected in a future release. |
| Client Contacts | Create, Edit |
Every 15 minutes | All Users | Deleted Client Contacts are not synced. |
|
Client Custom Fields (Client UDF) |
Create, Edit | Every 15 minutes | All Users | |
| Client Custom Field values selected for a Client | Add, Edit or Delete | Every 15 minutes | All users Sync from PM button in Client - Custom Fields |
|
| Users | Create or Edit | Every 15 minutes | FYI Admins | |
| Users | Delete | Deleted Users are not synced. | No action in FYI (User needs to be made Inactive in FYI) |
No action in FYI (User needs to be made Inactive in FYI) |
| Jobs | Create or Edit | Every 15 minutes | All Users | Synced from MYOB PM Tasks (excluding Deleted) |
| Job States | N/A - refer to Job States | |||
| Jobs Category |
N/A | |||
|
Jobs Custom Field (Job UDF) |
Create or Edit | Every 15 minutes | All Users | |
| Job Custom Field values selected for a Job | Add, Edit or Delete | Every 15 minutes | All users Sync from PM button in Job - Custom Fields |
|
| Tasks for Jobs | Not applicable for MYOB PM | |||
| Tax Returns |
Create or Edit in Xero Tax | Overnight | FYI Admins |
For information on running a Manual Sync and for additional notes on syncing, refer to Running a Manual Sync with MYOB Practice Management (formerly GreatSoft) and Additional Notes on Syncing.