If Socket is connected to FYI, client contact details including email addresses are managed by FYI, not Socket. Changes should be made directly in FYI and will sync through to Socket automatically, usually within a few minutes. You cannot edit these details in Socket while the FYI link is active.
This guide explains how users of the FYI integration can push clients to FYI, manually sync clients and contacts, and manage or correct client links between Socket and FYI.
It covers:
Choosing whether clients are pushed to FYI automatically.
Pushing a client to FYI yourself.
Syncing clients with FYI on demand.
Overriding an incorrectly linked FYI client or entity.
Removing an FYI client link.
Automatically pushing new clients to FYI
By default, when a client becomes active in Socket a matching FYI client is created for them automatically.
To change this, go to Settings, then Integrations, and use the Automatically push new clients to FYI toggle on the FYI card.
Turn it off if you would rather create clients in FYI yourself, or decide case by case. Nothing is pushed without you, and you can still push any client by hand using the FYI tab below.
Pushing a client to FYI yourself
Every client record has an FYI tab showing whether that client is linked to FYI.
Where the client has no FYI record, the tab offers two routes:
Create in FYI creates a new FYI record for them.
Link an existing client connects them to a record already in FYI, which is the one to use where they are already there under a slightly different name.
Prospects can be pushed as well as active clients, so you do not have to wait for a proposal to be won.
Socket checks FYI for a possible match before creating anything, so pushing a client who is already in FYI does not create a duplicate.
Once linked, the FYI tab shows the client's FYI details, with options to sync, open them in FYI, and change the link.
Where to Find Sync Options
On the client record screen, you’ll see a link to that client in FYI, from the External Links dropdown.
Click the pencil icon to edit the client link.
Sync on Demand – Update Clients from FYI
In most cases, syncing happens automatically overnight. However, you can manually trigger a sync if something looks out of date or incorrect.
Override the Linked FYI Client or Entity
If a client has been linked to the wrong FYI entity, you can manually override the link. This immediately updates the connection and ensures future syncs use the correct FYI record.
How to Override a Link
Click to edit the client FYI link from 'External Links' on the client page (see above).
Click the drop down under 'Customer'.
Select the correct FYI client or entity.
Remove a Client Link
If a client should no longer be linked to FYI, you can remove the link entirely.
How to Remove a Link
Click to edit the client FYI link from 'External Links' on the client page (see above).
Choose Remove Link.
Confirm the action.
Once removed:
The client is no longer connected to FYI.
Syncing will stop for that client.
You can relink the client later if needed.
If a client in FYI has a contact record attached, Socket will use the contact's email address rather than the client's own email. If a client's email address is not pulling through into Socket, check whether the FYI client has a contact record that may be missing an email address. Adding the email to the contact in FYI will resolve this.
Troubleshooting: correcting a client name, and the "email has already been taken" error
Correcting a client name
Changing a client or company name in FYI will not rename the client in Socket, even after a sync. The client name is set when the Socket client is created and can't be changed afterwards, though contact details like the contact name and email do sync through.
If a client was created with the wrong name, the fix is:
Correct the name in FYI first.
Remove the FYI link from the incorrectly named Socket client (see Remove a Client Link above).
Create a new Socket client from the corrected FYI record, for example when creating your next proposal.
Merge the two Socket clients if you don't want a duplicate hanging around.
"This email has already been taken"
If you see this error when creating a client or proposal, it usually means the email address is attached to another Socket client that has an approved proposal in its history. Once a proposal has been approved, the contact's email is locked and can't be changed or reused, even if that proposal has since been closed.
A quick way to check: a proposal showing as Closed was approved at some point, since only approved proposals can be closed. Draft proposals can be deleted, but approved ones stay on the record.
If you're blocked by this and need to send a proposal urgently, you can use an alternative email address for the new contact, or get in touch with the team via the in-app chat and we can take a look.