Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Rechargly is a billing automation platform that simplifies managing software payments on behalf of clients. Using Rechargly, practices can create software disbursements on existing FYI jobs to invoice clients for Xero, Dext, MYOB, and other platforms directly from FYI.
This integration is available to all practices on the Elite plan.
Features of the Integration
- Clients and Jobs are matched from FYI to Rechargly by Client Name. A confidence level is applied to each match, which you must confirm in Rechargly before data is synced.
- Select and FYI Job, or let Rechargly create a Job to assign a client's software disbursements. If a Job is created in Rechargly, changes to the Job Status syncs to FYI as well.
- Disbursements are synced from Rechargly into FYI, assigned to the Job, ready to be invoiced.
Connecting Rechargly to FYI
Step 1 - Obtain the Access Key ID and Secret Key ID from FYI
- From FYI, click the Automation menu option.
- Click the Apps tab.
- Search for Rechargly, then click the cog icon to edit the integration.
- Click Create new secret. This will generate a new Access Key ID and Secret Key ID used to connect to FYI.
- The Access Key ID and Secret Key ID will be displayed. Click the clipboard icon to copy each key, then paste it in Rechargly or a secure location, for example, a vault.
You can only view the Secret Keys the first time this window is displayed. If the Keys are required again, you must disconnect your integration and request a new Key before you reconnect your integration.
- Click Close once you have saved the Access Key ID and Secret Key ID to a secure location.
Step 2 - Adding the FYI Access Key ID and Secret Key ID into Rechargly
Once you have obtained the key details from FYI, you can add them to Rechargly to connect the integration.
For detailed step-by-step instructions, refer to the Rechargly How to Connect FYI to Rechargly article.
Using the Rechargly Integration
Rechargly syncs data to FYI automatically once you confirm the clients match. A scheduled sync overnight reads clients and jobs to determine if there is new data to match.
Refer to the Rechargly How the Rechargly and FYI Integration Works article for more details using the integration.