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.
Prerequisite
You'll need to Set up the Socket & FYI integration first, head here to check out the guide. - to add link once published
Watch the video or the below step-by-step guide on how to configure your entity types.
Step 1: Entity Type Configuration
In Socket, go to Practice Settings
Click on the FYI integration section
Click Configure Entity Types
This opens a separate window where you’ll see:
A list of Socket entity types (e.g. Individual, Partnership, Limited Company, Sole Trader) on the left
A dropdown next to each one, where you can select the corresponding FYI business structures(s)
In each box under the FYI mapping column you can either:
Choose from the FYI structures automatically pulled in during sync
Or manually type and add any new custom FYI structures
These mappings ensure clients are categorised correctly when syncing from Socket to FYI - especially if you use custom structures in FYI.
Step 2: Preview the Mappings
Before saving, you can preview what will happen.
For example, if:
A client named “All Jobs Ltd” is marked as a Limited Company in Socket, but its 'Business Structure' in FYI is set to Self Assessment, and you would like this company to have an Individual entity type in Socket.
or
A client named "Tetris Ltd” is marked as a Limited Company in Socket, but its 'Business Structure' in FYI is set to Business Partnership, and you would like this company to have a Partnership entity type in Socket.
You will want to correct these by mapping:
Individual in Socket ➝ Self Assessment in FYI
Partnership in Socket ➝ Business Partnership in FYI
Step 3: Confirm and Sync
Once your mappings are set, click Confirm
Socket will begin updating client records to reflect the new mappings
⏳ Note: This may take a few minutes depending on how many clients you have. Grab a coffee while it works its magic ☕
Step 4: Check Updated Records
Once the sync has completed, check the results by heading to your Clients section in Socket.
You’ll now see updated entity types based on your FYI mappings.
