Overview

PM Hub is a cloud-based practice management solution that streamlines client management, timesheet and work-in-progress (WIP), billing, workflow management, practice operations and consolidated debtor management. By integrating PM Hub with FYI, you can securely connect the two systems to enable seamless document management and client/contact data synchronisation, including custom fields.

Integration Summary

• One-way synchronisation: PM Hub → FYI
• On-demand synchronisation — there is no scheduled or automatic sync
• One PM Hub organisation connects to one FYI organisation
• Clients are matched between the two systems by Client Code and Client Name
• Documents synchronised from PM Hub are filed automatically to PM Hub Invoices Cabinet in FYI.