Connect to FYI.app via FYI

Step 1: Log in to your FYI account.

Step 2: Navigate to Automation > Apps

• Locate the Abacor app, and click on the gear button

• Click create new secret

  

• You should now see a newly generated Access Key ID and Secret Key ID

Connect to FYI via Abacor

Step 1: Log in to your Abacor account.

Step 2: Go to Settings > Integrations >Abacor.

Step 3: Under CRM & Practice Management select connect to FYI.

• Make sure the Region matches the Above FYI setting, copy and paste Access Key ID , Secret Key ID to Abacor and then connect:

FAQ

How often does Abacor sync my information with FYI?
Abacor automatically syncs with FYI every hour to keep your notes, transcripts, and contacts up to date.

Can I see when my information was last synced?
Yes. To view the most recent sync time:

1. Navigate to Settings > Integrations in Abacor.

2. Select FYI.

3. You’ll see details about the last successful sync and the next scheduled sync.

What if I need information synced immediately?
While automatic sync runs every hour, you can manually trigger a sync by selecting Sync Now in the FYI integration panel.

What happens if a sync fails?
If a sync cannot complete, you’ll see an error message in the FYI integration settings. From there, you can retry the sync or re-authenticate your FYI connection.

Does Abacor sync both notes and contacts?
Yes. Abacor syncs your AI-generated notes, transcripts, and recordings to client timelines in FYI, as well as contacts and client groups to keep your client hub consistent.

Troubleshooting

• Authorization fails? Make sure you’re logged into the correct FYI account and have the necessary permissions.

• Integration not syncing? Disconnect and reconnect from Settings > Integrations > Abacor.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.