Setting up an FYI Trial with GreatSoft

If you have an account with GreatSoft, the following are the steps for setting up your 30-day trial with FYI.

Note: This process is the same if you have either a GreatSoft trial (Pilot) account or a full account as the sign-up process with FYI is the same.

However, if you have a Pilot account with GreatSoft, you need to first contact GreatSoft so they can enable the FYI integration. You can tell if your GreatSoft account is in a trial as the URL will be as in the following example: 
https://pilot-"yourpartnername".gscrmonline.com.

Step 1 - If you have a Pilot account with GreatSoft

If you have a Pilot account with GreatSoft, first contact your GreatSoft account manager so they can enable the FYI integration. Once your GreatSoft account manager has enabled FYI as an integration, continue with Step 2.

Step 2 - Create an FYI Trial Account

  1. Visit https://fyi.app/get-started/ and click on the Start a 30-day free trial button.
    1419_30_Day_Trial_button.gif
  2. You will be directed to a new page with details on the trial. Click Get Started.
    3134_Trial_Bot_Popup.gif
  3. The FYI Bot will open, and ask a few short questions to obtain the details required to set up a trial. Click Next to begin.
  4. Follow the prompts to enter your details and create a trial site.
  5. Once your trial is ready you will receive an email confirmation, and you will be directed to log in to your new trial site. Refer to FYI Welcome Screen.

Step 3 - Connect to GreatSoft

Once your trial site has been created, you will be able to connect FYI with GreatSoft.

Connect the Integration

  1. In FYI, click the Automation menu option.
  2. Click the Apps tab.
  3. Locate the GreatSoft app and click the Settings cog icon.

    2772 GreatSoft Automation Apps tile.gif
  4. In the GreatSoft Settings field enter your GreatSoft Server, ensuring that you enter the URL exactly as you use to access the GreatSoft server.
    Note: The URL is provided by Greatsoft

    2829_Automation_Apps_Greatsoft_settings.gif

  5. Click Connect
  6. You will be redirected to the Login page for GreatSoft. 

    1553 GreatSoft Getting Started Login.gif 
  7. Enter your User name and Password.
  8. Click Log in.
  9. If enabled, enter your Two-Step Authentication.

    1554 GreatSoft Getting Started 2 step auth.gif

  10. The Delegate Access Permission screen will be displayed. Click Allow Access.

    1555 GreatSoft Getting Started Allow Access.gif

  11. You will be redirected to FYI and the GreatSoft Settings page.
  12. The Connected Since field will be updated to today's date and the timestamp the integration was connected.
  13. The Last Full Sync field will display Pending, to indicate the synchronisation has been queued.

Note: To control whether new users are created in FYI as Active or Inactive by default when synchronised from Greatsoft, refer to Managing Practice Settings.

Select the Practice Management Source

Once GreatSoft has been connected, you'll need to confirm that GreatSoft is your preferred Practice Management source.

  1. In FYI, click the Automation menu option.
  2. Click the Apps tab.
  3. Locate the Practice Management Sync app tile and click the Settings cog icon.

    2738 Automation App Practice Management Sync tile.gif

  4. The Practice Manager field should be set to GreatSoft automatically, otherwise select GreatSoft from the drop-down list and click Save
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