FYI seamlessly integrates with Xero Practice Manager to synchronise the latest client, group and team information. This information is used to enable a universal client list to manage documents and as merge fields that form part of FYI’s template engine. We have deliberately made this one way to keep the integrity of the client list and to keep it simple for your team.
In addition, we are now syncing Jobs from Xero Practice Manager and tax returns from Xero Tax. Refer also to Synchronising Clients, Staff, Jobs and Tax Returns from Xero Practice Manager.