From the moment you sign up to FYI, your Clients, Jobs, Tax Returns and Team are instantly imported from Xero Practice Manager and continuously synchronised with FYI. Any change in Xero Practice Manager is reflected in FYI.
When Time Sheets are entered in FYI, these are synchronised to Xero Practice Manager.
This ensures that Xero Practice Manager continues to be your single source of truth for client information.
You don’t have to maintain data in multiple locations and can benefit from a productivity boost thanks to merge fields that are auto-completed with data from XPM across templated documents.
FYI’s automatic synchronisation with Xero Practice Manager runs as follows:
Every 15 minutes an incremental synchronisation is run and any changed client data in Xero Practice Manager is automatically synchronised with FYI.
Overnight, every 24 hours, there is a full automatic synchronisation of clients in Xero Practice Manager with FYI. This will also sychronise any clients that have been archived with FYI.
Any jobs created or changed in Xero Practice Manager are synchronised with FYI overnight, every 24 hours. Tasks for the Jobs are also synchronised with FYI overnight.
If the Job State for any Jobs is changed in FYI, these are synchronised with Xero Practice Manager immediately.
Users (Team) in Xero Practice Manager are synchronised with FYI overnight every 24 hours.
Tax Returns in Xero Tax are synchronised with FYI overnight every 24 hours.
To verify your initial integration with Xero Practice Manager, refer to the Practice Set Up Checklist in your Initial Set Up
- Time Sheets
When Time Sheets are entered in FYI, these are synchronised to Xero Practice Manager immediately. Refer to Time Sheets.
Running a Manual Sync with XPM
A manual sync can be performed by an FYI administrator if a client, job, user or tax return has been added or changed in Xero Practice Manager and needs to be available in FYI straight away.
- From FYI, click the Automation menu option.
- Go to the Processes
- In Xero Practice Manager, click the cog icon to edit this process.
- Select the data you wish to manually sync with XPM – Clients, Staff, Jobs or Tax Returns
Running a Sync from the Clients or Job Workspace
There is also a Sync button on the Clients and Jobs workspaces which any user can use at any time to manually synchronise only the clients or only the jobs. Refer to Sync in Clients and Using the Jobs Workspace.