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

There are two processes for NowInfinity.

• NowInfinity - Corporate Documents
• NowInfinity - ASIC Statement and Resolution

1. From FYI, click the Automation menu option.
2. Go to the Processes tab.
   1. For each of the processes, NowInfinity - Corporate Documents and NowInfinity - ASIC Statement and Resolution, click the cog icon to edit this process.
      
      
      

The Trigger is "New Document".

The Filter for these processes are set to "NowInfitiy Document" or "NowInfinity Statement".

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

The Owner is set by default as the user who made the process active and this can be changed if required. If the process fails, an email will be sent to this user as notification. You can set this as "Me" to set yourself as the owner.

Start From allows you to enter the date from which you want to start retrieving the documents and statements.

Process Step(s)

The steps import from NowInfitiy with the Action is set to Import NowInfinity Document or Import NowInfinity Statement and set the filing details for the documents that are imported. The following shows the default settings for Import NowInfinity Document.

For NowInfinity Documents, the Name of the document is set as the original name as imported from NowInfiniy.

AutoFile is disabled so the document will be filed using the settings in this process step.

The Cabinet is set as "Corporate Affairs" so the document is included in the Client - Corporate Affairs tab.

The Year is set the Merge Field "Year" to file the document in the correct Year.

In the Workflow section, the Owner is set as the client's Manager.

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

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