Vinyl’s integration with FYI helps keep your client records and meeting documentation tightly connected. Once set up, it automatically syncs your FYI client data into Vinyl, links meetings with the right contacts, and pushes a summary of completed meetings back into FYI.
What the FYI Integration Does
When connected, Vinyl and FYI work together to:
Import clients, contacts, and groups from FYI into Vinyl
Create a meeting record in FYI after each meeting ends, linked to all relevant client files
Include a direct link to the Vinyl recording in each FYI meeting note
Sync FYI data regularly (currently once every night), so updates to clients and contacts may take some time to appear
In the future, Vinyl will aim to link meeting records to only the specific clients discussed in the call. For now, it associates the meeting with all clients tied to that contact.
How to Connect FYI to Vinyl
To get started, first reach out to FYI and ask them to enable the integration for your account. Once that’s done, you can connect it in a couple of quick steps:
Go to Integrations in the left-hand menu of your Vinyl account
Find FYI and click Connect to FYI. You'll be prompted to enter your FYI Access Key and FYI Secret Key
On a different tab, login to FYI and go to the Automation > Apps, scroll to the Custom App section, and click the gear icon.
Copy both the Access Key ID and Secret Key ID.
Return to Vinyl and paste both keys into the fields provided and click Submit to finish setup.
Once connected, Vinyl will start syncing FYI data and linking meetings automatically. This helps you keep records up to date without the manual admin.