Integration with your practice XPM is required as part of setting up your FYI trial account. You must be a Xero Practice Manager Administrator to complete this step.
Here’s how to generate an API key for FYI:
- Login to Xero Practice Manager as an administrator.
- Click Business > Settings > Connection Management.
- Click Legacy add-ons.
- Scroll down to find FYI in the Add-ons list and click Generate Key.
- Copy this key to use in setting up your FYI account.
Now you’re ready for Step 2 - Setting up your Trial Account in FYI.