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.
Additionally, certain changes that are made in FYI will update Xero Practice Manager and these are synced immediately. For example, when Time entries are submitted in FYI, or when changes are made to the State, Manager or Partner of Jobs, these are synchronised to Xero Practice Manager.
This ensures that Xero Practice Manager continues to be your single source of truth for client information.
Note: There have been changes to the way Xero Practice Manager does synchronisation.
If you are having problems with the sync, especially with Custom Fields, please contact the FYI Support Team at support@fyidocs.com.
Where possible make changes in FYI, for example, make changes to Job States in FYI.
This article contains the following sections:
The Sync occurs in the following ways:
Automatic Sync
The following are automatic syncs:
- A sync from Xero Practice Manager to FYI occurs automatically overnight.
- Changes made in FYI that update Xero Practice Manager are synced to Xero Practice Manger immediately.
Manual Sync
A manual sync from Xero Practice Manager to FYI can also be run, as and when needed.
- FYI Administrators
An FYI Administrator can run a sync for Clients, Jobs, Users (Staff) and Tax Returns from the Automation dashboard.
Refer to FYI Administrator - Running a Manual Sync with Xero Practice Manager in Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing. - All Users
All users can run a sync for Clients using the Sync button on the Clients list.
Providing the Maintain Jobs in FYI is set as "Off" in the Xero Practice Manager app, all users can run a sync for Jobs using the Sync button on the Jobs list or Client - Jobs tab in the Client workspace.
Refer to All Users - Running a Clients or Jobs Sync from the Clients or Jobs List in Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.
Important Note: With its move to the new oAuth, Xero has introduced restrictions on the synchronisation with FYI. This means that, in certain scenarios, it may take more than 24 hours to sync data from Xero Practice Manager to FYI.
Our engineers are aware of this, and working urgently to develop a better solution.
Summary of Synchronisation
The following is a summary of when the event and changes in Xero Practice Manager or in FYI are synced.
|
|
Event |
Automatic Sync |
Manual Sync |
|
Clients |
Create or Edit |
Overnight |
All users |
|
Archived Clients |
Archive |
Overnight |
All users |
|
Client Details |
Create, Edit or Delete |
Incremental sync every 15 minutes |
All users |
|
Client Groups |
Create, Edit or Delete |
Overnight |
All users |
|
Client Contacts |
Create, Edit or Delete |
Overnight |
All users |
|
Client Manager or Partner |
Edit (from the Client - Summary) |
Immediate |
All users |
|
Client Custom Fields (the Custom Field Definition) |
Create, Edit or Delete |
Overnight |
N/a |
|
Client Custom Field values selected for a Client |
Add, Edit or Delete |
Overnight |
All users |
|
Beta Sites Only Maintaining Clients Custom Fields in FYI |
Create or Edit |
Immediate |
All users |
|
Client Custom Fields |
Edit (with an Update Client step in an Automation process) |
Immediate |
|
|
Users |
Create or Edit |
Overnight |
FYI administrators |
|
Users |
Delete |
No action in FYI |
No action in FYI |
|
Jobs |
Create or Edit |
Overnight |
If enabled |
|
Jobs |
Create (with Create Job step in an Automation process or with Create Job) |
Jobs created in FYI are queued and can take up to 15 minutes to sync |
|
|
Job State |
Edit |
Overnight |
If enabled |
|
Job State, Manager or Partner |
Edit (with Bulk Update, Update Job in an Automation. from the Job drawer or from the Job - Summary) |
Updates to Jobs from Bulk Update are queued and can take up to 15 minutes to sync |
|
|
Job Category |
Create and apply to an active Job |
Overnight |
All users |
|
Jobs Custom Field (the Custom Field Definition) |
Create, Edit or Delete |
Overnight |
N/a |
|
Job Custom Field values selected for a Job |
Add, Edit or Delete |
Overnight |
All users |
|
Beta Sites Only Maintaining Jobs Custom Fields in FYI |
Create or Edit |
Immediate |
All users |
|
Jobs Custom Field |
Edit dates (with an Update Job step in an Automation process) |
Immediate |
|
|
Tasks for Jobs |
Create or Edit |
Overnight |
All users |
|
Time |
Create or Delete (with Status "Submit") |
Time entries are queued and can take up to 15 minutes to sync |
|
|
Tax Returns |
Create (from Xero Tax, Tax Forms) |
Overnight |
FYI administrators |
For information on running a Manual Sync and for additional notes on syncing, refer to Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.
Verifying your Initial Integration
To verify your initial integration with Xero Practice Manager, refer to the Practice Set Up Checklist in your Verifying your Synchronisations with Xero Practice Manager for the First Time.
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