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 in FYI.
Any change in Xero Practice Manager is reflected in FYI.
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 synchronisation with Xero Practice Manager runs automatically every 24 hours.
To verify your initial integration with Xero Practice Manager, refer to the Practice Set Up Checklist in your Initial Set Up
Running a Manual Sync with XPM
A manual sync can be performed if, for example, a client has been added or changed in Xero Practice Manager and needs to be available in FYI straight away. This can be done by any user from the Clients workspace by clicking the Sync button and will only sync the clients.
- 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