Client Email Addresses not syncing from your Practice Management Platform

Issue

When synchronising clients from MYOB AE/AO, APS, IRIS, or CCH Central using the Practice Sync Desktop App, the client email address is not displaying in FYI.

Cause

The client's email address cannot be synchronised, which could be caused by:

  • Invalid characters or symbols.
  • The email address is incomplete.
  • The email address does not follow the standard format for an email address.

Solution

The client's email address will need to be updated in your integrated practice management platform, for example, MYOB or APS. You will then need to wait until the next Sync Frequency interval has passed and confirm if the issue has been resolved (typically set to 15 minutes).

Please refer to your software provider for information on updating the settings in your chosen practice management platform.

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