The FYI Practice Sync app allows you to connect and manage the synchronisation between FYI and IRIS.
This integration is available to FYI users in the United Kingdom.
For more information on IRIS visit https://www.irisglobal.com/products/accounting-practice-management/
Note: Xero Tax cannot be connected when using Practice Sync.
Enable the Practice Sync Iris Integration
Step 1 - Download the Practice Sync App
- In FYI, click the Automation menu option
- Click the Apps tab
- Locate the Practice Sync IRIS app and click the Settings cog icon
- Click Download Sync App; the file will download and the options will be displayed in the browser
Step 2 - Select your Preferred Practice Management Sync Source
Once you have prompted the download of the Practice Sync app, you will need to select Iris as your preferred Practice Management Sync Source so that FYI can synchronise your data.
- In FYI, click the Automation menu option
- Click the Apps tab
- Locate the Practice Management Sync app tile and click the Settings cog icon
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In the Practice Manager drop-down, select Iris
- Click Save
Follow the instructions below to install the FYI Sync Desktop App, and return to the Practice Sync Iris app to configure the settings.
Step 3 - Install the FYI Sync Desktop App
The FYI Practice Sync desktop app is installed locally on your server/computer and used to integrate Iris with FYI. An FYI Admin account is required as part of this process.
For detailed instructions refer to the article Installing the FYI Practice Sync desktop app.
Once installed and connected, return to this article to configure the remaining settings for the Iris integration.
Configuring the IRIS Sync Settings
Within FYI you can manage your synchronisation settings for IRIS to suit your business requirements.
Field Sync Options
The Practice Sync options give you the ability to control which fields are synchronised - Clients, and Users. Refer to Synchronising Clients, Jobs and Users with IRIS (United Kingdom only).
To disable an option, click the toggle to switch the option off. Any previously synchronised data will be removed during the next sync.
Incremental Sync
Disabled by default, this setting controls whether the synchronisation performs a full synchronisation, or when enabled, only changes made since the last synchronisation.
Change Synchronisation Frequency
By default, the synchronisation frequency is set to 15 minutes. This can be adjusted by clicking the drop-down and selecting one of the options up to 120 minutes (2 hours).
Flush Cache
Click the "Flush Cache" button to ensure the cache is flushed during the next synchronisation. A message will briefly display to confirm your request, and the "Flush Cache" button will be inactive until the cache flush has been completed.
Archived Client Code Prefix
When synchronising with Iris, any clients containing this matching prefix in their code will be marked as archived in FYI.
View Synchronisation History
The Practice Sync Iris app settings in FYI display the date the app was connected and the date of the last synchronisation.
Updates will be added to the Practice Activity log when sync options are toggled on/off, an error is recorded, or when a sync has been completed e.g. Clients: 34 Synced. Refer to the Practice Activity article for more information.
Click the line in Practice Activity to view detailed information in the drawer.
To receive a notification when there has been an update with a status of "Action Required" or "Failure", FYI offers a Practice Activity Alert custom automation process. Refer to Practice Activity Alert for step-by-step instructions.
