FYI: Iress Open Standard Integration

[melanie.meadwell]

Integration overview

We are pleased to share the news that a new third party integration is now live for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site once out of pilot.

Integration summary

FYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy.

Software type: Document Management

Locale(s): AU, NZ, UK

Contact details for integrator: support@fyi.app

Website for integrator: https://fyi.app

Description provided by the integrator:

Run your practice efficiently, reduce admin time and offer clients a high level of professional service.

• Store all your emails, documents and interactions in a single client-centric database in the cloud.

• Collaborate on emails, documents, clients and jobs across your entire team

• Automate the creation and filing of emails and documents

• Use powerful search and sort tools to access information in seconds

• Work from a dedicated client workspace with every email, document, phone call, meeting record and file note at your fingertips

• Use workflows to review and approve documents in a flash

• Delegate and manage tasks

• Collaborate with your clients

• Automate any repetitive multi-step task to save valuable time

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

While in pilot, self enablement is switched off and the Iress team will need to enable this integration in conjunction with the fyi team.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration has not yet been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).

In your third party integrator software: 

The third party has provided us with setup details for this integration here. Otherwise please contact them using the contact details above for more information.