Synchronising Clients, Users and Jobs with MYOB AE (Australia & New Zealand Only)

When FYI is integrated with MYOB AE, your Clients, Contacts, Custom Fields and Employees are imported from MYOB AE and continuously synchronised with FYI. Changes made in MYOB AE are reflected in FYI. 

The sync from MYOB AE to FYI happens every 15 minutes, ensuring that MYOB AE continues to be your single source of truth for client information.

Summary of Synchronisation

The following is a summary of what data is currently synced from MYOB AE to FYI.

  Event in
MYOB AE
Notes
Clients Create or Edit All clients, including archived are synced.
Archived Clients Close Client The client is auto-archived in FYI.
Client Groups Create or Edit  
Client Addresses Create or Edit Only two address lines appear in FYI.
Client Contacts Create or Edit Contacts in MYOB AE's  Associated tab and Addresses tab will sync to FYI's Contacts tab.
Client Custom Fields Create or Edit Details in MYOB AE's Extras tab will sync to FYI's Custom Fields tab.
Jobs Create or Edit  
Users Create or Edit All active employees must have an email address recorded in MYOB AE in the employee record "Personal" tab. 
Note: When editing user details, you need to update both the Employee's details and the user name in Contacts.
After the initial synchronisation, the status of users will not be synchronised.
Users Delete No action in FYI - Deleted users are not synchronised.
The user needs to be made Inactive in FYI.

FYI does not currently sync the following: 

  • Client Security - this will need to be set up in FYI directly.
  • Document and Email Templates
  • Intranet Documents
  • Schedules
  • Portal Documents
  • Tax Returns
  • Contacts - used to record prospects and leads.

We will continue to work on these areas so they are included in the future.

Additional Notes:

  • No data is synced from FYI to MYOB AE including time.
  • The Open in PM icon does not open the Client in MYOB AE.
  • Any data deleted in MYOB AE will not be reflected in FYI by the synchronisation.
  • A Client Custom Field of "Department" is created by the FYI Sync and this Custom Field is populated with the Client's Client Department.

Field Synchronisation

Click on the headings below to view a list of fields synchronised with FYI.

Clients
Field
Client Code
Client Name
Contact Name
Company Name
Company Number
Business Number
Tax Number
Client Group
Client Details
Archived Clients
Title
Physical City

Physical Address

Physical Region
Salutation
Postal Address
Postal City
Postal Region
Postal Postcode
Postal Country
Phone
Partner's Email
Client Partner
Other Name
Mobile
Client Manager
Client Manager Email
First Name
Last Name
Export Code
Email Field
Custom Field Values
Custom Field Definitions
Client Contacts
Accountant Responsibility
Jobs
Fields
Job Name
Job ID
Client
Client Group
Custom Fields
State (Open or Closed depending on Assignment status or Milestone)
Due Date
Start Date
Manager
Partner
Date Modified
Budget Amount
Assigned To (synchronised to "Assigned" in FYI)
Users

A new user will only be created if the email address does not already exist for another user in either the FYI Email or Alias fields.

Field
Name
Email
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