Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
PM Hub is a tailored application designed to streamline practice activities, monitor revenue from suppliers and fund managers, and manage direct charges associated with client advisory services.
This integration is available to practices in Australia and New Zealand only. For more information, visit the PM Hub website or contact PM Hub to get started.
Features of the Integration
- Manually synchronise client details from PM Hub into FYI.
- Upload PDF invoices from PM Hub into FYI, and file them to the designated Cabinet.
- Synchronise custom field data from PM Hub to FYI.
Connecting PM Hub to FYI
Step 1 - Obtain the Access Key ID and Secret Key ID from FYI
- From FYI, click the Automation menu option.
- Click the Apps tab.
- Search for PM Hub, then click the cog icon to edit the integration.
- Click Create new secret. This will generate a new Access Key ID and Secret Key ID used to connect to FYI.
- The Access Key ID and Secret Key ID will be displayed. Click the clipboard icon to copy each key, then paste it in PM Hub or a secure location, for example, a vault.
Note: You can only view the Secret Keys the first time this window is displayed. If the Keys are required again, you must disconnect your integration and request a new Key before you reconnect your integration.
- Select the Cabinet that PM Hub documents will be auto-filed to by default.
- Click Close once you have saved the Access Key ID and Secret Key ID to a secure location.
Step 2 - Adding the FYI Access Key ID and Secret Key ID into PM Hub
Once you have obtained the key details from FYI, you can add them to PM Hub to connect the integration.
For detailed step-by-step instructions, refer to the PM Hub Getting Started article.
Step 3 - Create Custom Fields in FYI
PM Hub can synchronise data from custom fields to FYI, provided the field name and type match. If a custom field in PM Hub does not exist in FYI, create the custom fields in FYI.
Using the PM Hub Integration
PM Hub data is synchronised on demand to FYI. There is no scheduled or background sync. Refer to the PM Hub How Synchronisation Works article for details.