Vinyl

Avoid Contact Duplicates When Switching PM Systems

Connect and manage your practice management platforms with Vinyl

Practice Management Integrations

Getting Started with Vinyl's Xero Practice Manager integration

Can’t connect XPM: “You’re not the admin” error

Everything you need to know to manage your Xero Practice Manager integration.

Xero Practice Manager

How Vinyl's FYI integration works, what gets synced, and the difference between auto and manual sync.

FYI Integration Overview

How to connect FYI to Vinyl

How to locate and open synced meeting notes in FYI, understand the sync badge, and handle out-of-sync meetings.

How to find your Vinyl notes in FYI

How to switch from auto sync to manual sync, and how to manually send a meeting note to FYI from Vinyl.

How to manually sync a meeting to FYI

Where to Find Your Vinyl Meeting Notes in FYI

How Vinyl Maps Meeting Data into FYI

Explains why Vinyl's Auto Sync can distribute a meeting summary to many FYI clients, and how to control where meetings are saved.

Meeting recording saved to multiple FYI clients

Everything you need to know to manage your FYI integration.

My Karbon sync is taking a long time

Karbon notes not appearing after meetings

Karbon Integration Overview

Where to Find Your Vinyl Meeting Notes in Karbon

Contacts not appearing in Vinyl after Karbon sync

How manual sync to Karbon works, plus a troubleshooting section for when the sync badge is missing, a meeting won't sync, or notes don't appear in Karbon.

Karbon Manual Sync in Vinyl

"Karbon integration is disabled", what it means and how to fix it

Can't add a member to a client that's synced from Karbon

Everything you need to know to manage your Karbon integration.

Karbon

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