DRAFT Summary of Synchronisation across all Practice Management Software – FYI

The following is a summary of the synchronisation of data to and from FYI across all practice management software (PM).

For full details, refer to the following:

Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager
Synchronising Clients, Users, Jobs and Tax Returns with GreatSoft
Note: No data is synced from FYI to GreatSoft.
Synchronising Clients and Users with MYOB AE
Note: No data is synced from FYI to MYOB AE.
Integration with Generic Practice Management Software
Note: No data is synced from FYI to a Generic Practice Management Software.

The table is a summary of what data synchronised for practices that are integrated with Xero Practice Manager, GreatSoft and with Generic Practice Management Software.

Events in the table that are shown with:

"in PM" indicates if the data is synced from the PM to FYI.
"in FYI" indicates if the data is synced from FYI to the PM.

Event	XPM	GreatSoft	MYOB AE	Generic Import
Clients Create or Edit in PM	Yes	Yes	Yes	Yes
Archived Clients Archive in PM	Yes	Yes	No	No
Client Details Create or Edit in PM	Yes	Yes	Yes	TBC is this just Address or all details
Client Details Delete in PM	Yes	Yes	No	TBC
Client Groups Create or Edit in PM	Yes	Yes	Yes	TBC
Client Groups Delete in PM	Yes	Yes	No	TBC
Client Contacts Create or Edit in PM	Yes	Yes	Yes	Yes
Client Contacts Delete in PM	Yes	No	No	TBC
Client Manager or Partner Edit in FYI	Yes	No	No	No
Client Custom Fields (the Custom Field Definition) Create or Edit in PM	Yes	Yes	Yes	TBC
Client Custom Fields (the Custom Field Definition) Delete in PM	Yes	Yes	No	TBC
Client Custom Field values selected for a Client Add, Edit or Delete in PM	Yes	Yes	Yes	TBC
Client Custom Field values selected for a Client Delete in PM	Yes	Yes	No	TBC
Client Custom Fields (Custom Field Definitions and Values in Clients) Add, Edit, Delete in FYI	Yes	No	No	No
Users Create or Edit in PM	Yes	Yes	Yes	Yes
Users Delete in PM	Yes	No	No	TBC
Jobs Create or Edit in PM	Yes	Yes	No	Yes
Jobs Create in FYI	Yes	No	No	No
Job State Edit in PM	Yes	N/A	No	TBC
Job State, Manager or Partner Edit in FYI	Yes	No	No	No
Job Category Create and apply to a Job in PM	Yes	N/A	No	TBC
Jobs Custom Field (the Custom Field Definition) Create, Edit or Delete in PM	Yes	Yes	No	TBC
Job Custom Field values selected for a Job Create, Edit or Delete in PM	Yes	Yes	No	TBC
Job Custom Fields (Custom Field Definitions and Values in Jobs) Add, Edit, Delete in FYI	Yes	No	No	No
Tasks for Jobs Create or Edit in PM	Yes XPM Tasks	N/A	No	TBC
Workflow Jobs Edit in FYI	Yes Only syncs State	N/A	No	TBC
Time Create or Edit in FYI	Yes	No	No	No
Tax Returns Create in PM	Yes	Yes	No	TBC
Documents Create in PM	No	No	No	Yes
File Notes Create in PM	No	No	No	Yes

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