Automation Apps

The Apps tab in Automation is used to configure and connect to the applications integrated with the FYI processes. For example, with the OneDrive application, you select which OneDrive to use as your default for FYI, and with the Xero Practice Manager, you use this to connect with your XPM credentials.

Configuring and connecting to each application is a one-time only action that needs to be done as part of the setup of the processes.

1. From FYI, click the Automation menu option.
2. Go to the Apps tab.
   
   
   
   
3. For the relevant App, click the cog icon to edit it.
4. Complete the information as relevant for the application. This is usually a User Name and Password that you use to connect to the App.
5. Click Connect.

Refer also to Link and Share your Practice's OneDrive Account, Digital Signatures (for DocuSign) and Import from Zapier, Import from BGL and Import from NowInfinity.

For Xero, you connect each client using the Clients - Apps tab, refer to Introduction to Xero Ledger Integration. For Xero Tax, you use the Apps tab in Automation to enable the integration and you connect each client using the Clients - Apps tab refer to Linking an FYI Client to Xero Tax.