Apps and Integrations
Connect FYI to your favourite apps.
- Does updating the Client Code in Xero Practice Manager affect FYI?
- What time does FYI synchronise with Xero Practice Manager?
- How do I add the 'Mobile number' for a Client?
- How do I add a Client, and add a Client to a Group, when integrated with Xero Practice Manager?
- How often are clients, jobs and staff synchronised from Xero Practice Manager?
- See all 7 articles
- Why aren't signed documents from DocuSign importing into FYI?
- How do I change the connection to Adobe Sign for the Adobe Sign Domain Name change?
- How do I integrate with digital signatures? Is this built-in as part of FYI or do we connect with our existing licences?
- Why are user settings in Adobe Sign not accessible when sending from FYI?
- "'User's email address' not available in AdobeSign" when sending a document for signature with Adobe Sign
- See all 10 articles
- When documents are received from an App integration, how can we receive a notification about what has been received?
- When using ATOmate, if the client is not recognised in ATOmate, where is the document being saved in FYI?
- If we stop using a third party provider, such as a Corporate Compliance provider, what happens to the Web Links to the documents on that service?
- Can I upgrade to the Elite Plan if I'm integrated with Ignition?
- Why didn't my File Notes CSV file upload when using Generic Practice Sync?
- How do I change the email address for an FYI user synchronised via Practice Sync?
- Why do my Business Fitness Smart Workpapers crash when opened in FYI?
- Is it possible to migrate documents in Dropbox to FYI?
- Does FYI integrate with Google Drive and Gmail?
- See all 9 articles
Microsoft 365
Xero Apps
Digital Signing Apps
Practice Apps and Corporate Compliance Apps
Other Apps
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