You can integrate FYI with ATO SmartDocs to import ATO documents.
Set up the ATO SmartDocs App in FYI and get the FYI Key
You need to get the FYI Access Keys that will be put into in your ATO SmartDocs account to connect to FYI. ATO SmartDocs will then push documents to FYI.
Note: This is a one-off step and can only be done by an FYI Admin, or a user in a User Group that has Permissions enabled for Automations.
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- In the ATO SmartDocs app, click the cog icon to edit it.
- In the ATO SmartDocs panel, click Reveal Secret Key.
This displays the ATO SmartDocs Integration keys for FYI; the Access Key ID and the Access Key Secret. These keys will be used in ATO SmartDocs to connect to FYI. You can click the clipboard icon to copy each of these and paste them, for example to a Word document, to use later in ATO SmartDocs.
- Optionally, you can select the Cabinet and Categories that will be used as the AutoFile Defaults if these have not been set up for the client.