FYI Docs Connection Guide
- Corey Anderson
- Shane Dunne
Overview
Without ATOmate, archiving client ATO correspondence is a heavily manual and time consuming process. A major benefit of ATOmate is that it can automatically archive the ATO documents it has processed. For FYI Docs users, this means you should have a significantly reduced need to manually archive items into FYI Docs.
For ATOmate to archive these documents directly to FYI Docs, your ATOmate Onboarding Specialist will need the API keys to set up the integration process from ATOmate to FYI Docs. These API keys are provided by FYI Docs and authorises ATOmate to securely save documents into your Practice's FYI Docs.
This guide explains:
How documents are automatically archived in FYI Docs after processing has occurred in ATOmate, and
How to view or edit the Category options in FYI Docs.
Creating The API Key and Connecting FYI to ATOmate
Step | Action |
|---|---|
1 | Click Automation in FYI Docs 
|
2 | Click Apps 
|
3 | Click the Settings Wheel for ATOmate 
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4 | Click Connect  |
5 | A secret key will be created, please use the copy button (before clicking done) to copy the Secret Key ID and paste it into the relevant fields in FYI TAB in ATOmate > Settings If you clicked Done, before you copied this key, you will have to first disconnect, then re select connect.   |
7 | Click the “Connect to FYI” button in ATOmate > Settings > FYI Docs tab 
|
8 | Paste your Access Key Id and Access Secret and click Save 
|
Automated Archiving with ATOmate
ATOmate searches for the ‘meta data’ from both the Practice Management System, the processed ATO document and FYI Docs. ATOmate used a unique identifier to match clients that is shaed between Xero, FYI Docs and ATOmate.
ATOmate also adds the following metadata on documents:
Cabinet
Categories
Year
Work Type (if utilised by your Practice)
Others (if utilised by your Practice)
An example is shown below.
Any options must exist in the list in advance. To view or add to the lists, see the information below.
FYI Docs - View or Edit the Options in a Category List
Click My Profile in the menu bar.
2. Select Practice Settings > Documents.
3. The Categories tab displays. Click on the Category required to view/edit the options available.
4. In this example, Work Types was selected and accordingly, the Work Type options display. From this screen it is possible to:
a. Delete an option
b. Edit an existing option name
c. Add a new option
5. Click Save to include changes or Cancel to exit the screen.
Checklist: Action Items for Superuser
To avoid delays, ensure the items listed below are actioned before your Onboarding meeting.
End of Instructions.
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