FYI is excited to announce the integration with The Gap, allowing practices to seamlessly file The Gap documents in FYI, including Session Records, Business Plans, and more.
Please note that the previous integration with The Gap has been renamed to The Gap (Portal). There is no impact for any practices already integrated with The Gap Portal. The integration will remain connected and continue to synchronise emails and documents.
What does this mean for FYI users?
Using The Gap, users will be able to export documents to be filed in FYI when sharing a Session Record or a Business Plan in the post-session finalisation, or when viewing a document from Clients - Documents.
The most relevant client from FYI will be displayed based on the Client Name and Xero ID, or a new client can be selected from the drop-down.
This feature is available for:
- Session Records
- Business Plans
- Collated Pre-work Responses
- Collated Feedback Forms
- Accepted Proposals
Users will be able to control when to share documents, selecting FYI from the Export tab to sync documents.
Who is this available for?
The integration with The Gap is available for all FYI users on the Pro and Elite plans.
Want to get started?
An FYI admin or a user with Automations permissions will first need to connect your account with The Gap. Refer to Integration with The Gap.