The FYI Practice Sync app allows you to connect and manage the synchronisation between FYI and APS.
This integration is available to FYI users in Australia and New Zealand.
For more information on APS refer to APS Software by The Access Group.
Note: Xero Tax cannot be connected when using Practice Sync.
Enable the Practice Sync APS Integration
Step 1 - Download the FYI Sync Desktop App
- In FYI, click the Automation menu option
- Click the Apps tab
- Locate the Practice Sync APS tab 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 APS 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 APS
- Click Save
Follow the instructions below to install the FYI Sync Desktop App, and return to the Practice Sync APS 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 APS 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 APS integration.
Configuring the APS Sync Settings
Within FYI you can manage your synchronisation settings for APS to suit your business requirements.
Field Sync Options
The Practice Sync options give you the ability to control which fields are synchronised.
To disable an option, click the toggle to switch the option off. Any previously synchronised data will be removed during the next sync.
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.
View Synchronisation History
The Practice Sync APS 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.
