Import from NowInfinity

You can integrate FYI with market leading provider NowInfinity to automatically import the information from this third party provider for your clients. Information is imported from NowInfinity overnight and automatically filed against the relevant client as a document in FYI.

The documents display in the Client - Corporate Affairs tab. This provides a summary of the ASIC annual company register statements. This shows the current information from the ASIC register concerning the company such as name of officeholders, registered address, share structure etc and the status of the statements (for example, if the annual review fee has been paid). The documents in FYI each hold a link to open the ASIC statement directly from NowInfinity as relevant for the third party system you are using. Refer to Displaying Documents and Information for a Client.

Connect your NowInfinity account to FYI

To import from NowInfinity, you first need to connect your NowInfinity account to FYI.

Note: This is a one-off step and can only be done by an FYI administrator.

1. From FYI, click the Automation menu option.
2. Go to the Apps tab.
   
   
   
   
3. Click the cog icon next to NowInfinity to open the connection settings.
4. Enter your practice's NowInfinity User Name and Password and click Connect.
   
   

Set up the Process to Import

1. From FYI, click the Automation menu option.
2. Go to the Processes tab.
3. In Annual Statement AutoFile, click the cog icon to edit this process.
   
   

The Trigger is "Document Created".

The Filter for this process is "NowInfinity Statement".

To make this process active, change the Status to "Active".

Step 1

The step in the Annual Statement AutoFile is to import from NowInfinity and Action is set to Import NowInfinity Statement and the filing details are set to file the returns that have been imported.

You can set any options for Filing, Workflow, or for creating a Task, and to enable or disable Comments as required (refer to Automation Notifications).

Once the connection has been made with FYI, and the process has been set up and set to Active, any new documents or changes in status to a document in NowInfinity, are automatically imported into FYI.