- We are merging with another practice. How can we bring the FYI information in the two practices together?
- How do we export or import data for a practice split or a practice merger?
- I have access to two Xero Practice Manager accounts. Can I use this email address with an alias to access two FYI accounts?
Help Centre
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, FYI as Primary, Workflow Jobs, Automation, Elite