How do I resolve clients that don't match to FYI on import?

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

If you have any Clients in this folder structure that do not match any of the clients in your Xero Practice Manager, the documents are imported under Unmatched Client names that are created in FYI. Using the FYI Resolve Clients function. Unmatched Clients can then be matched to a correct client in Xero Practice Manager.

If the documents for that client are not required in FYI, the Unmatched Client can be left in FYI as an archived client, or permanently deleted with the Resolve Clients function.

For details of the Resolve Clients function, and some examples of how it is used and what it does, refer to Resolving Unmatched Clients.

Unmatched Clients can also be matched to an active client using the Unmatched Client Import. Refer to Unmatched Client Import.


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