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 Attributes||Create or Edit||Only specific attributes are included, please refer to the Client Attributes section further below.|
|Client Custom Fields||Create or Edit||
To synchronise Client Custom Fields, you must first create a matching Custom Field in FYI with the same name and type (the synchronisation is case-sensitive). If there isn't a matching Custom Field an error will be displayed in Practice Activity. Refer to Managing Custom Fields.
|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
We will continue to work on these areas to include them in the future.
- 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.
Click on the headings below to view a list of fields synchronised with FYI.
|Manager/Client Manager Email|
|Postal Address field|
|Client Custom Definitions and Values|
The integration with APS includes synchronising data from selected Client Attributes. Fields are checked based on the order specified below, with data from the first matching field used.
If the attribute doesn't exist, the value will be blank.
|FYI Field||APS Field|
|E Mail, Email, Primary Email|
|AltEmail||Alternate Email, Secondary Email|
|Date Of Birth||Date of Birth|
|Postal Address Full||Postal|
|Business Address Full||Business|
|Street Address Full||Street|