Socket

How to connect up the Socket and FYI integration

FYI - Initial Setup

FYI - Entity Type Mapping

What happens in FYI & Socket once the integration has been configured and a proposal has been signed.

FYI - Creating New Clients

How to sync your FYI clients on demand, override a link to an FYI client, or remove a client link.

FYI - Client syncing and making changes to FYI client links

What is multi-office setup and how to configure it so client searches return the correct results.

FYI - Multi-Office Setup Guide

Client code mapping allows you to choose which FYI field becomes the client code inside Socket.

FYI - Mapping Client Codes

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