Integrating FYI with Cimplico Workpapers streamlines the bulk import of groups and entities. This guide outlines the steps for importing both groups and entities simultaneously, as well as importing entities individually.
ℹ️ Note: Ensure you have configured the FYI integration before proceeding.
Importing groups and entities
Step 1: Access Firm Settings
Click the cog icon in the top-right corner of the navigation bar to access Firm Settings.
Step 2: Configure FYI Integration
Navigate to the Integrations tab.
Click the Configure button on the FYI tile.
Step 3: Select Groups for Import
Go to the Group Onboarding tab.
Use the checkboxes to select the groups you wish to import. This action will also include the entities associated with each group.
Step 4: Set Financial Year-End Dates
Provide a financial year-end month and day for each group. This date will apply to all entities within the group.
If entities within a group have different financial year-end dates, you can adjust these individually during this step.
Step 5: Complete the Import
After selecting the desired groups and setting the financial year-end dates, click Create Groups to initiate the import process.
Importing Entities Only
If you prefer to import entities without their associated groups, follow these steps:
Step 1: Access Firm Settings
Click the cog icon in the top-right corner of the navigation bar to access Firm Settings.
Step 2: Configure FYI Integration
Navigate to the Integrations tab.
Click the Configure button on the FYI tile.
Step 3: Select Entities for Import
Go to the Entity Onboarding tab.
Use the checkboxes to select the entities you wish to import.
Step 4: Set Financial Year-End Dates
Provide a financial year-end month and day for each entity.
You can apply these dates in bulk or set them individually for each entity.
Step 5: Complete the Import
After selecting the desired entities and setting the financial year-end dates, click Create Entities to initiate the import process.