Integration with Socket (United Kingdom only)

The integration with Socket allows practices to synchronise client and contact data from FYI, enabling seamless proposal management and engagement document handling within Socket.

Once connected, approved proposals and key documents such as engagement letters are automatically synchronised back to FYI, ensuring a single source of truth for client information, documents and follow-up work.

Socket Integration Overview

• Client and Contact Sync: Automatically retrieve client and contact details from FYI into Socket, eliminating manual data entry and ensuring proposals are created using accurate, up-to-date information.
• Proposal Workflow: When a proposal is marked as Won in Socket, FYI is automatically notified, reducing duplication of effort by creating or updating the client and synchronising any related jobs or tasks.
• Document Synchronisation: Engagement letters and proposal documents are automatically shared into FYI, removing the need for manual uploads and providing centralised, consistent document storage.
• Smoother Client Onboarding: Automate key handover steps to reduce administrative overhead and enable a faster, more reliable transition from proposal acceptance to service delivery.

Connecting Socket to FYI

Step 1 – Enable the Socket integration in 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. Select the Apps tab.
   
3. Locate the Socket app and click the cog icon.
   
4. Click Create new secret to generate an Access Key ID and Access Key Secret.
    
5. Copy the Access Key ID and Access Key Secret and store them securely. These details will be required when connecting Socket to FYI.

Important: The Access Key Secret is only displayed once. If it is lost, you will need to disconnect the integration and generate a new key.

Step 2 – Add the FYI access keys to Socket

Note: If you have multiple offices operating as different practices in Socket, refer to the Socket article FYI - Multi-Office Setup Guide.

1. Log in to Socket using an administrator account.
    
2. Navigate to Practice Settings - Integrations.
    
3. In the FYI section, click Connect to FYI.
   Note: You may need to toggle the 'Show All Integrations Tab' to see FYI.
    
4. Paste the FYI Access Key ID and Access Key Secret generated in FYI into the relevant fields.
    
5. Click Save. The sync will begin automatically.

Using the Socket Integration

For more information on using the Socket integration, refer to the Socket Help Centre:

• FYI Integration Guide
• FYI - Multi-Office Setup Guide
• FYI - Entity Type Mapping
• FYI - Creating New Clients
• FYI - Client syncing and making changes to FYI client links
• FYI - Mapping Client Codes