How Can We Help?
Search for answers or browse our knowledge base.
Frequently Asked Questions (FAQ)
- How do I reconnect PM Hub to FYI?
Follow Step 1 and Step 2 under Connecting PM Hub to FYI to generate a new Access Key ID and Secret Key ID and re-establish the connection. Reconnecting does not automatically resynchronise existing data — any required sync must be triggered manually.
. - How do I disconnect the integration?
See Disconnecting the Integration above. For a complete disconnection, disconnect from both the PM Hub side and the FYI side.
. - Does the integration support automatic or scheduled synchronisation?
No. Synchronisation between PM Hub and FYI is on-demand only. There is no scheduled or background sync.
. - Does the integration support reverse synchronisation?
No. Data flows one way only: PM Hub → FYI. Changes made directly in FYI are not synchronised back to PM Hub.
. - How are clients matched between PM Hub and FYI?
Clients are matched by Client Code and Client Name.
. - Do custom fields sync automatically?
Custom fields must first be created manually in FYI, matching the field type used in PM Hub. Once created, PM Hub will sync updates to the matching custom field. See Custom Field Type Mapping for supported types.
. - How are documents filed in FYI?
Documents synchronised from PM Hub are automatically filed into the Cabinet selected in the AutoFile defaults section of the FYI integration, respecting FYI’s Filing Defaults for the app.
. - Is data already synced to FYI affected if I disconnect the integration?
No. Disconnecting the integration stops further synchronisation but does not delete or modify clients, contacts or documents already synced to FYI.