No, the FYI integration does not automatically bring in new entities and groups.
When you need to add a new entity or group that wasn’t included during the initial firm onboarding, you’ll need to manually add them using the same process as before. While this isn’t an automatic sync, the process is still quick and efficient thanks to the integration.
ℹ️ Note: To see the steps for how to add entities and groups from FYI, review the article adding entities and groups from FYI.