Integration with Seamlss (Australia and New Zealand only)

The FYI Integration with Seamlss offers practices the ability to automatically file documents in FYI generated through client interactions, such as Onboarding or Re-engagement forms. 

This integration is available to practices in Australia and New Zealand. For more information, visit seamlss.com.au or click here to get started.

Features of the Integration

• Automatic Document Filing: Client-generated documents (e.g. onboarding and re-engagement forms) are instantly synchronised one-way into FYI and automatically filed.
• Default Cabinet and Category Assignment: Documents are saved directly into the default Cabinet and Categories selected in Seamlss, for consistency and structure.
• Client Matching by Email: Documents are automatically linked to the correct client in FYI by matching the email address in both platforms.
• Real-time Syncing: Documents are filed in FYI as soon as they are generated in Seamlss, minimising delays.
• Supports Compliance and Record-Keeping: Ensures that all client documents are centrally stored in FYI.

Connecting Seamlss to FYI

Step 1 - Obtain the Access Key ID and Access Key Secret from FYI

This step can only be completed by an FYI Admin, or a user in a User Group with permissions enabled for Automations. 

1. In FYI, click the Automation menu option.
   
   
2. Click on the Apps tab.
   
3. Locate the Seamlss app, and click the cog icon.
   
4. Click Create new secret. This will generate a new Access Key ID and Secret Key used to connect to FYI.
   
   
5. The Access Key Secret and Secret Key ID will be displayed. Click the clipboard icon next to each code to copy and paste it to Seamlss or a secure location, for example, a vault.
   Important: You will only be able to view the Secret key the first time this window is displayed. If the Key is required again, you will need to disconnect your integration and request a new Key before you reconnect your integration.

The AutoFile Defaults can be disregarded, as you will be able to select the default Cabinet and Categories during Step 2 in Seamlss.

Step 2 - Adding the FYI Access Key and Access Key Secret to Seamlss

1. In Seamlss, navigate to Settings - Integrations.
   
   
2. Locate the FYI integration section.
   
   
3. Enter your Access Key ID and Secret Key ID.
   
   
4. Click Connect.
   
   
5. Click Select FYI Cabinet to select the Default Cabinet.
   
   
6. Select the required Cabinet from the drop-down box.
   
   
7. Update the Available Categories if relevant, for example the Year or the Work Type.
   
   
8. Click Done to close the drawer.
   
   
9. Click Save Settings.

Using the Seamlss Integration

For more information on using the Seamlss integration, refer to the article FYI Integration with Seamlss.