- Xero Integrations Overview
- Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager
- Synchronising Contacts, Invoices, and Client Ledger Reports with Xero Ledger
- Synchronising with Xero Practice Manager where FYI is enabled as the PM Source
- Connecting Xero Practice Manager
- Connecting Xero Ledger
- Enabling Xero Tax Integration (Australia and New Zealand Only)
- Connecting Xero Ledger for each Client in Automation - Apps (Australia and UK)
- Xero Practice Manager Rate Limiting
- Resetting your connection between FYI and Xero Practice Manager
- Resetting your connection between FYI and Xero Ledger
- Verifying your Synchronisations with Xero Practice Manager for the First Time
- Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing
- Running a Manual Sync with Xero Ledger
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, CSV Import