When FYI is integrated with APS by The Access Group (formerly Reckon), your Clients, Family Groups, Client Contacts, Attributes and Users are imported from APS and continuously synchronised with FYI. As changes are made in APS, the information will be updated in FYI during the next synchronisation.
The sync from APS to FYI occurs every 15 minutes, and ensures that APS 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 APS to FYI.
| Event in APS | Notes | |
| Clients | Create or Edit | All clients, including archived are synced. |
| Archived Clients | Terminate Client | The client is auto-archived in FYI. |
| Family Groups | Create or Edit | |
| Client Addresses | Create or Edit | Only two address lines appear in FYI. |
| Client Contacts | Create or Edit | |
| Client Custom Fields | Create or Edit | Custom Fields are shown in the Client Details (not the Attributes tab) |
| Matters | Create or Edit | |
| Users | Create or Edit | All active employees must have an email address recorded in APS. |
FYI does not currently sync the following:
- Client Security - it will need to be set up in FYI directly
- Document and Email Templates
- Internal Documents such as Policies and Procedures
- Tax Returns
- Client Attributes
We will continue to work on these areas so they are included in the future.
Additional Notes:
- Any data deleted in APS will not be reflected in FYI by the synchronisation.
- No data is synced from FYI to APS including time.
- The Open in PM icon does not open the Client in APS.