Use this article as your starting point for bringing your firm's data into Cimplico Workpapers using the FYI integration.
ℹ️ Note:
Set up the FYI integration before you begin onboarding. See Setting up the FYI Integration.
Onboarding steps
Follow these guides to bring your firm's Groups, Entities, and Users across from FYI:
Add your Groups and Entities. See Adding entities and groups from FYI to import Groups and Entities together in bulk, or import Entities on their own.
Invite your Users. See Inviting users from FYI to bring your team into Cimplico Workpapers using their existing FYI accounts.