Importing
Group & Entity Bulk Importing
One of the key benefits of the FYI integration is the ability to import Groups & Entities in bulk! We've made this painful task as easy as possible, by allowing you to import both at once through a single import flow. However, if you would only like to bring across your Entities, see Entity-only Bulk Importing.
As this process will bring across both the Groups & Entities, you will be prompted to provide a financial period end month and day to associate with the Group, which will then apply these dates to the Entities within the Group. If Entities within a Group having different financial year end dates, you can manually adjust these through the same flow.
To proceed with the Group & Entity bulk import:
Go to your Firm Settings via the cog icon in the top-right of the navbar. Go to the Integrations tab -> click the Configure button on the FYI tile.
Go to the Group Onboarding tab.
From here, you can then select the Groups from FYI you wish to import via the checkboxes. Doing this will also bring across the Entities associated with the Group.
Once you have selected the Groups and entities you wish to import, click the Create Groups button.
💡 Note
You will need to provide a financial year-end month and day as part of the import process. You can apply these in bulk, by Group, or by Entity within a Group.
Entity-only Bulk Importing
If you wish to only bring across the Entities without bringing the whole Group, you can follow the Entity-only import flow below:
Go to your Firm Settings via the cog icon in the top-right of the navbar. Go to the Integrations tab -> click the Configure button on the FYI tile.
Go to the Entity Onboarding tab.
From here, you can then select the Entities from FYI you wish to import via the checkboxes.
Once you have selected the Entities you wish to import, click the Create Entities button.
💡 Note
You will need to provide a financial year-end month and day as part of the import process. You can apply these in bulk or by Entity.
Congratulations - you've now successfully set up and imported your data from FYI! 🥳
Continue to the next lesson to learn how to use FYI documents within Cimplico Workpapers.