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FYI Software

Stand: G26
Document, contract & e-signature tools
Accounting automation & practice management

Announcing the new Automation Import Wizard

FYI is excited to announce the launch of the new Automation Import Wizard, available to practices on Pro and Elite plans.

FYI is excited to announce the launch of the new Automation Import Wizard, available to practices on Pro and Elite plans.

What does this mean for FYI users?

Key features included a guided import experience, map to existing fields or import as new, get more from the FYI Automation Library and import multiple processes as an automation bundle

Who is this available for?

The Automation Import Wizard is available to users with Automations permissions on Pro or Elite plans.

https://support.fyi.app/hc/en-us/articles/58996704011673-Announcing-the-new-Automation-Import-Wizard#announcing-the-new-automation-import-wizard-0
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