When FYI is integrated with CCH, your Clients, Client Contacts, Jobs and Users are imported from CCH and continuously synchronised with FYI. Changes made in CCH are reflected in FYI.
The sync from CCH to FYI happens every 15 minutes.
This ensures that CCH continues to be your single source of truth for client information.
Summary of Synchronisation
The following is a summary of what data is currently synced from CCH to FYI.
|Event in CCH||Notes|
|Clients||Create or Edit||
All clients, including archived are synced.
If an entity is listed as a Parent Client in CCH, the entity will be created as a Client Group in FYI, and Child Clients will be created as Clients in the Client Group in FYI.
|Archived Clients||Close Client||The client is auto-archived in FYI.|
|Client Addresses||Create or Edit||Only two address lines appear in FYI.|
|Client Contacts||Create or Edit|
|Jobs||Create or Edit||Only Open jobs will be synced with FYI. Jobs will not be synchronised for archived clients.|
|Users||Create or Edit||All active employees must have an email address recorded in CCH.|
FYI does not currently sync the following:
- Client Security - it will need to be set up in FYI directly
- Document and Email Templates
- Internal Documents such as Policies and Procedures
- Tax Returns
We will continue to work on these areas so they are included in the future.
- Any data deleted in CCH will not be reflected in FYI by the synchronisation.
- No data is synced from FYI to CCH including time.
- The Open in PM icon does not open the Client in CCH.
Click on the headings below to view a list of fields synchronised with FYI.
|Client Manager Email|
|Custom Fields and Values|