Importing Data using CSV Import

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

These tutorials demonstrate how to use the CSV Data Import Filter in Automations to import data directly into FYI.

If you're not familiar with Automations, we recommend completing the Getting Started with Automations Learn course first, to get up and running with Automations for your practice.

This feature is currently in beta for the FYI Pro Plan. Learn more about beta registrations.

Importing Disbursements

Watch this tutorial to learn how to import Disbursements from a CSV file and file to a client and job in FYI.

 

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