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 |
Yes |
Yes | Yes | Yes |
Archived Clients |
Yes |
Yes | No |
No |
Client Details |
Yes |
Yes | Yes |
TBC is this just Address or all details |
Client Details |
Yes |
Yes | No |
TBC |
Client Groups |
Yes |
Yes | Yes |
TBC |
Client Groups |
Yes |
Yes |
No |
TBC |
Client Contacts |
Yes |
Yes | Yes |
Yes |
Client Contacts |
Yes |
No | No | TBC |
Client Manager or Partner |
Yes |
No | No |
No |
Client Custom Fields (the Custom Field Definition) |
Yes |
Yes |
Yes |
TBC |
Client Custom Fields (the Custom Field Definition) |
Yes |
Yes | No | TBC |
Client Custom Field values selected for a Client |
Yes |
Yes | Yes |
TBC |
Client Custom Field values selected for a Client |
Yes |
Yes |
No |
TBC |
Client Custom Fields |
Yes | No | No |
No |
Users |
Yes |
Yes | Yes |
Yes |
Users |
Yes |
No | No | TBC |
Jobs |
Yes |
Yes | No |
Yes |
Jobs |
Yes |
No | No |
No |
Job State |
Yes |
N/A | No |
TBC |
Job State, Manager or Partner |
Yes | No | No |
No |
Job Category |
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 |
Yes |
Yes | No |
TBC |
Job Custom Fields |
Yes |
No | No | No |
Tasks for Jobs |
Yes |
N/A | No | TBC |
Workflow Jobs |
Yes Only syncs State |
N/A | No | TBC |
Time |
Yes | No | No | No |
Tax Returns |
Yes | Yes | No |
TBC |
Documents Create in PM |
No |
No | No | Yes |
File Notes Create in PM |
No |
No | No | Yes |