When FYI is integrated with MYOB AE, your Clients, Contacts, Custom Fields and Employees are imported from MYOB AE and continuously synchronised with FYI. Changes made in MYOB AE are reflected in FYI.
The sync from MYOB AE to FYI happens every 15 minutes, ensuring that MYOB AE continues to be your single source of truth for client information.
Summary of Synchronisation
The following is a summary of what data is currently synced from MYOB AE to FYI.
|Clients||Create or Edit||All clients, including archived are synced.|
|Archived Clients||Close Client||The client is auto-archived in FYI.|
|Client Groups||Create or Edit|
|Client Addresses||Create or Edit||Only two address lines appear in FYI.|
|Client Contacts||Create or Edit||Contacts in MYOB AE's Associated tab and Addresses tab will sync to FYI's Contacts tab.|
|Client Custom Fields||Create or Edit||Details in MYOB AE's Extras tab will sync to FYI's Custom Fields tab.|
|Users||Create or Edit||All active employees must have an email address recorded in MYOB AE in the employee record "Personal" tab.
Note: When editing user details, you need to update both the Employee's details and the user name in Contacts.
After the initial synchronisation, the status of users will not be synchronised.
|Users||Delete||No action in FYI - Deleted users are not synchronised.
The user needs to be made Inactive in FYI.
|Jobs||Create or Edit|
FYI does not currently sync the following:
- Client Security - this will need to be set up in FYI directly.
- Document and Email Templates
- Intranet Documents
- Portal Documents
- Tax Returns
- Contacts - used to record prospects and leads.
We will continue to work on these areas so they are included in the future.
- No data is synced from FYI to MYOB AE including time.
- The Open in PM icon does not open the Client in MYOB AE.
- Any data deleted in MYOB AE will not be reflected in FYI by the synchronisation.
- A Client Custom Field of "Department" is created by the FYI Sync and this Custom Field is populated with the Client's Client Department.
Click on the headings below to view a list of fields synchronised with FYI.
|Client Manager Email|
|Custom Field Values|
|Custom Field Definitions|
|State (option to synchronise based on Assignment status or Milestone)|
|Assigned To (synchronised to "Assigned" in FYI)|