Setup
Before you begin
Ensure you have a Workpapers cabinet in FYI. Any files filed against this cabinet will be automatically pulled into Cimplico Workpapers.
Ensure you have created Jobs in FYI to link to workpapers in our system to allow files to appear within the workpaper.
💡 Note
Integrations can only be configured by the Admin of the firm.
Configuring the integration
Follow the below to connect your Cimplico Workpapers firm to FYI:
Link FYI and Cimplico Workpapers
In FYI, click the Automation tab
Go to Apps.
Find the Cimplico Workpapers integration tile and click the cog icon.
From here, you can click the Create new secret button, which will bring up a modal with your secret key. Copy this key!
From Cimplico Workpapers, go to your Firm Settings via the cog icon in the top-right of the navbar.
From the Firm Settings page, click the Integrations tab -> click the Configure button on the FYI tile.
Here, you can then paste your secret key in the first field.
Back in FYI, copy your access key and paste in the second field in Cimplico Workpapers.
Configure default cabinet
Once the keys have been accepted, you will now be able to select your default cabinet.
Once you have confirmed your default cabinet the setup is complete and you will see the below screen:
Congratulations - you've now successfully set up your FYI Integration! 🥳
Check out our FYI Onboarding article for a guide on bringing in Groups, Entities, and Users from FYI. Also see our article on using FYI documents within Cimplico Workpapers.