FYI Docs integration

The FYI Docs Integration enables seamless connectivity between Zato and FYI Docs, allowing you to fetch and use job-related data directly within the platform. Zato supports this integration to ensure all relevant job information and supporting documents are synchronised and readily available for processing, reducing manual entry and improving workflow efficiency.

Setting up the connection

1. Navigate to Firm Setup and select Integration.
2. Click Configure under FYI Docs Integration.
3. Enter your FYI credentials: Region, Access ID, Access Secret, Application ID.
4. Click Connect.

Once validated, the status updates to Connected.

Mapping FYI jobs

1. Navigate to the Jobs module (ensure the client and job exist in Zato first).
2. Select Sync FYI Jobs.
3. Pair Zato jobs with FYI Docs entities in the mapping screen.
4. Click Save Mappings.

To undo a mapping, click Unlink at any time.

Data synchronisation

Following successful mapping, job-related data from FYI Docs will be automatically fetched into Zato. This includes:

• Supporting Documents: All relevant files attached to the job in FYI.
• Job-related Data: Specific metadata linked to the mapped job.

Key points

• Read-Only Access: Data fetched from FYI Docs cannot be edited within Zato.
• Source of Changes: All updates must be handled directly in FYI Docs. Synchronised data appears under the Data Sources tab in Job Setup.
• Mapping Accuracy: Ensure jobs are mapped correctly to maintain data integrity across both platforms.