Vinyl's integration with FYI helps keep your client records and meeting documentation tightly connected. Once set up, it syncs your FYI client data into Vinyl, links meetings with the right contacts, and files a summary of your 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 document in FYI when a meeting is filed, on the relevant client records
Include a link to view the meeting in Vinyl in each FYI meeting note
Keep your FYI data up to date. Clients import straight after connecting, then refresh about every 24 hours, so updates to clients and contacts may take some time to appear
How to Connect FYI to Vinyl
You need to be a Master Admin in Vinyl to connect FYI. To get started, go to Integrations in the left-hand menu of your Vinyl account.
Find FYI and click Connect. You'll be prompted to enter your FYI Access Key and FYI Secret Key, and to choose your FYI Region.
On a different tab, log in to FYI and go to Automation → Apps, scroll to the Vinyl 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. Then choose your FYI Region: Australia (ap-southeast-2) is selected by default, so firms in the United Kingdom will want to choose United Kingdom (eu-west-2). Click Submit to finish setup.
Once connected, Vinyl will start importing your FYI data straight away.
Vinyl currently supports one active practice management integration at a time. If you're already connected to Karbon or Xero Practice Manager (XPM), you'll need to disconnect that before connecting FYI.
Auto-sync vs Manual Sync, which should you use?
New FYI connections default to manual sync. When you connect FYI to Vinyl, Automatic sync is turned off by default. Manual sync is the recommended path for most accounting firms — it gives you full control over where each meeting is filed, which matters when clients have multiple entities, trusts, or related records.
Vinyl matches meetings to client records using attendee email addresses. If a client email is shared across multiple entities (joint returns, a bookkeeper managing multiple clients), automatic sync can file a meeting against multiple records or the wrong one. With manual sync, you choose exactly where each meeting lands.
If you connected FYI before May 2026, your existing setting is unchanged. A Master Admin can check and adjust it at any time with the Automatic sync toggle on the FYI card on the Integrations page.
How to turn automatic sync on or off
Go to Integrations in Vinyl.
Find the FYI card.
Turn Automatic sync on or off.
How to file a meeting to FYI yourself
Open the meeting in Vinyl.
In the meeting header, click the filing control next to Share.
Click Pick where it goes (or Change where this files if the meeting already has a client), tick the client to file to, then click File.
If you need to re-file a meeting to a different client, you can file it again at any time. Filing to a different client creates a new document, while filing to the same client again overwrites the existing document. For full steps, see How to manually sync a meeting to FYI.
Where to find the meeting in FYI
Once filed, the meeting note appears under the client record in FYI. You can find it in the Documents tab. The note includes the meeting overview, key discussion points, action items, and a link back to the meeting in Vinyl.
Common Questions
Does every team member need to connect FYI individually?
No. FYI connects at the firm level, not per user. A Master Admin connects FYI once for the whole firm via the Integrations page, and that covers the entire team.
Why did my FYI integration disconnect?
FYI can appear disconnected for a few reasons:
Keys were regenerated in FYI — if your FYI Access Key or Secret Key was refreshed, the existing connection will break and you'll need to reconnect using the new keys.
Session or permission change in FYI — changes to your FYI account permissions can occasionally cause a disconnection.
Switching from FYI to another integration? Remove synced data first
If you're planning to disconnect FYI and connect a different PM system, we recommend removing your synced FYI data before reconnecting. When you click Disconnect, Vinyl will give you the option to remove all contacts, clients, and groups that were synced from FYI. This prevents duplicate records when your new integration imports its own contacts. See Avoid Contact Duplicates When Switching PM Systems for full details.
Will my clients re-import after reconnecting?
Yes. After reconnecting, Vinyl imports your FYI client data straight away, then refreshes it about every 24 hours. If your clients haven't appeared after 24 hours, reach out to the support team.