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Link Notud + FYI in 3 steps

FYI docs logo
Notud logo

Step 1: Sign up to Notud

Go to the sign up page at: https://my.notud.com/sign-up

If you use Xero Practice Manager, WorkflowMax or Xero, we strongly recommend that you synchronise your contacts from that platform before connecting FYI. Notud integrates directly with your client database so you have matching clients in both FYI and Notud. This means that you only have one 'Source of truth' for your clients.
Login to Notud

Step 2: Go to Integrations and Connected Apps page

You'll be taken straight to My Teams, and you will see your organisation. Select 'Integrations and Connected Apps'.

Integrations and Connected Apps

Step 3: Connect FYI

Click 'Connect' next to FYI.

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You will see this pop up:

Step 4: Enter FYI Access Codes

Open and login to FYI. At the top of the page, go to Automation and Apps

FYI Automation
Select the Settings icon for Notud
Click the clipboard next to Access Key ID to copy the ID and paste in the Notud pop up window.
Access Key ID
Click Reveal Secret Key and click the clipboard to copy. Paste the Key in the Notud pop up window and click Save.

Start using!

From a note, select the menu button, and 'Send' to FYI!

Send to FYI

Happy note taking!

FYI onboarding video

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