Setting up an FYI Trial with MYOB Practice Management (formerly GreatSoft)

If you have an account with MYOB Practice Management (formerly 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 MYOB Practice Management 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 MYOB Practice Management, you need to first contact MYob Practice Management so they can enable the FYI integration. You can tell if your MYOB Practice Management 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 MYOB Practice Management (MYOB PM)

If you have a Pilot account with MYOB PM, first contact your MYOB PM account manager so they can enable the FYI integration. Once your MYOB PM 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.
   
2. You will be directed to a new page with details on the trial. Click Get Started.
   
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 MYOB Practice Management

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

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.
   
   
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
   
   
   
   
5. Click Connect
   
6. You will be redirected to the Login page for GreatSoft. 
   
    
   
7. Enter your User name and Password.
8. Click Log in.
9. If enabled, enter your Two-Step Authentication.
   
   
   
   

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

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