Resolving Unmatched Clients

As part of migrating historical information, your documents are imported from a folder structure that represents your filing structure. The FYI import function will use folder names to match clients in Xero Practice Manager.

If any Clients in Xero Practice Manager do not match your nominated folder structure for FYI, the clients and documents are imported under Temporary Client names that are created in FYI by the import function.

Note: When you begin your trial with FYI and your client list is migrated, this does not bring in any of your archived clients. However, when you import your documents (from your historical document store) if there are any archived clients in Xero Practice Manager, these will be imported but will not match to a client in FYI. The FYI import will create these as ‘temporary’ clients in FYI and the documents are stored under the temporary client names.

Matching a Temporary Client

A Temporary Client can be matched to a Client in Xero Practice Manager using the FYI Resolve Clients function.

1. From FYI, click Settings in the top right-hand corner.
2. Select Practice Settings and then select Documents.
3. Go to the Import/Export tab and click the Resolve Clients button on the right-hand side.
4. The Merge Clients displays with a list of temporary clients that were created in FYI.
   
   
5. Select a Temporary Client and, on the right-hand side, search for the correct Client in Xero Practice Manager.
   
   

  6. Click Merge to match it.

When merging a Temporary Client into an actual client, you do not lose anything already filed to the actual client. The actual client will now contain both sets of documents. All documents will have the client name as the actual client.

Exporting the Temporary Clients

You can click the Export icon to export a list of the names of the Temporary Clients as a .CSV file which you can open in Excel. This can be useful to compare to your previous system to check which client to match to the Temporary Client in FYI.

Leaving a Temporary Client as an Archived Client

You can leave the imported client as a Temporary Client without matching it. The client, and any document that have been imported for it, will be stored in FYI as an Archived client. Refer to Archived Clients and Saving Documents to Archived Clients.

Deleting a Temporary Client

If you are sure you do not need any information relating to the imported Temporary Client it can be deleted from Merge Clients. Select the Temporary Client and click Delete Client.

Note Before deleting a Temporary Client, ensure that it is not needed as an archived client. If you need to recover the documents after deleting the Temporary Client, this can only be done by the FYI developers.