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, 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 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 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.
Vinyl currently supports one active practice management integration at a time. That means if you're already connected to:
Karbon
Xero Practice Manager (XPM)
You won't be able to connect to a second integration until the first one is disconnected.
Common Questions
Does every team member need to connect FYI individually?
No. FYI connects at the firm level, not per user. One person (usually a practice manager or admin) connects the firm's FYI account once via the Integrations page, and that covers the entire team. Individual users do not need to connect their own accounts.
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.
A different integration was connected — connecting Karbon or XPM will replace your existing FYI connection, as Vinyl only supports one active integration at a time.
Session or permission change in FYI — changes to your FYI account permissions can occasionally cause a disconnection.
Will my clients re-import after reconnecting?
Yes. After reconnecting, Vinyl will re-sync your FYI client data. The sync runs nightly, so your clients and contacts should appear within 24 hours of reconnecting. If nothing has appeared after 24 hours, reach out to the support team.