Follow the step-by-step guide or watch the video to connect your FYI account to Socket and start syncing your client records.
Step 1: Configure the Integration in Socket
In Socket, go to Practice Settings
Click on the Integrations tab
Find FYI in the list
You may need to toggle the 'Show All Integrations Tab' to see FYI.
Step 2: Connect to FYI
Click Connect to FYI
Enter your FYI login credentials (see below)
Step 3: FYI Credentials
The login credentials you'll need are 2 FYI fields:
API Key: This is the shorter key provided by FYI.
API Secret: The longer key provided by FYI.
To find these, login to your FYI account and then click on Automation > Apps.
Search for Socket and click on the Settings icon from there,
Note: If you don’t see the cog next to Socket, it’s because we are still in BETA. To get access, please reach out to [email protected] to have it enabled. Let us know if you need any assistance.
On your screen, you will now be able to see the Client ID and Secret Key.
Make sure to save these credentials into a safe space as the Access Secret Key will only be displayed once.
If you lose your credentials you will have to acquire new ones.
Step 4: Configuring the API key in Socket
In Socket, head back to Practice Settings > Integrations > Enter the API credentials provided by FYI.
Once saved, the sync will begin automatically.
Note: The sync time depends on the number of clients in your practice. If you have a large client base, this might take a few minute - perfect time to grab a coffee ☕
You’ll see a confirmation message once the initial setup is complete.
⚠️ XPM Users
Before moving to the next step, make sure to enable the toggle for 'We use XPM with FYI', which ensures new clients generated in Socket will also synced back to XPM when they sync to FYI.
Step 5: Verify the Integration
Head over to the Clients section in Socket.
Click into a Client that is linked to FYI.
Under External Links, you should now see a link to that client in FYI. Clicking the link will open the corresponding client record in FYI. Read more about managing client links here.
Step 6: Map FYI Entity Types
⚠️ Note: Entity types (e.g. Limited Company, Sole Trader) are not automatically updated during the initial sync. You may see differences between Socket and FYI at this stage.
To keep your client data aligned across FYI and Socket, you can configure Entity Type Mappings - ensuring the correct 'Business Structure' in FYI is mapped with the relevant 'Entity Type' in Socket. Read this guide to find out how.