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Can I change an entity's FYI mapping?

Written by Marco Fiumara

Yes, you can change which FYI entity a Cimplico Workpapers entity is connected to. Do this if an entity was mapped to the wrong FYI entity, or needs to be pointed at a different one.

How to change an entity's FYI mapping

  1. Open the entity in Cimplico Workpapers.

  2. Select the Integrations tab.

  3. Select Configure on the FYI tile.

  4. Select Disconnect to remove the current FYI entity.

  5. Select the correct FYI entity from the dropdown, then select Connect.

The entity now shows the newly connected FYI entity under the Integrations tab.

⚠️ Warning: Disconnecting an entity's FYI mapping deletes files in Cimplico Workpapers that were pulled through from FYI via that entity, and affects any worksheets that referenced those documents.

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