Verifications created from your Xero Practice Manager or FYI Elite page sync back to the client automatically. But if a verification was sent from somewhere else, such as the Identity verification page or your address book, it isn't linked to a client, so nothing is written back. Linking lets you connect that verification to the right client afterwards, and Annature syncs the results to their record as if it had been sent from the integration in the first place.
Before you start
Xero Practice Manager or FYI Elite must be connected to your organisation. Only connected integrations appear in the list.
Your clients from that integration must be imported into your address book, because Annature searches your imported contacts to find the client. If they aren't, you'll see a message saying your contacts need to be imported. See Importing and syncing XPM clients or Connecting to FYI.
You need access to the verification in Annature.
Linking a verification
Open the verification in Identity verification.
Click the â‹® menu at the top of the page and select Connect to integration.
Under Integration, choose Xero Practice Manager or FYI Elite.
Under Client, start typing the client's name and select them from the list.
Click Connect.
The page reloads with a banner saying the verification is connected to a client in that integration.
You can link a verification at any stage. It doesn't need to be completed first.
What syncs, and when
If the verification is already completed, Annature syncs the results to the client straight away.
If it's still in progress, the results sync automatically as soon as your client completes it.
What's synced is the same as for a verification sent from the integration:
The certificate of verification, filed against the client.
The AML & CTF screening report and multi-bureau check report, if they were part of the verification.
The verification custom fields on the client record.
For the full list, see What syncs to Xero Practice Manager or Syncing verification results for FYI.
Checking the sync
Click View details on the banner to see:
Sync status: Synced, Out of sync or Not synced.
The Client identifier and Client name it's linked to.
Whether the custom fields, certificate of verification, multi-bureau check report and AML & CTF screening report have synced.
If something hasn't synced, for example because the document was deleted from the client's record, click Resync to send it again. Click Open client to go straight to the client in the integration.
Linking to a different client
A verification can only be linked to one client at a time. If you linked the wrong client:
Click View details on the banner.
Click Remove connection.
Use Connect to integration again to link the right client.
Removing the connection stops Annature syncing to that client. It doesn't delete anything that has already been filed in the integration, so remove those documents from the wrong client's record yourself.
To avoid having to link verifications later, start verifications from the client's page under Xero Practice Manager or FYI in the left-hand menu.