Integration Connection Options

Understanding Integration Restrictions

OnboardMe has specific compatibility rules that govern which integrations can be connected simultaneously. These rules ensure optimal performance and prevent conflicts between different practice management systems.

Xero Practice Manager

⚠️ Restricted Availability

Cannot connect if:

• GreatSoft/MYOB is connected

• Kloud Connect is connected

• Karbon is connected

• FYI Elite is connected (must switch FYI to Documents mode first)

🚫 Blocks These Integrations

When XPM is enabled, the following cannot be connected:

• GreatSoft/MYOB Practice Management

• Kloud Connect

• Karbon

• FYI Elite mode (FYI must use Documents mode)

Kloud Connect

⚠️ Restricted Availability

Cannot connect if:

• Xero Practice Manager (XPM) is connected

• FYI Elite is connected (must switch FYI to Documents mode first)

• Karbon is connected

🚫 Blocks These Integrations

When Kloud Connect is enabled, the following cannot be connected:

• Xero Practice Manager (XPM)

• Karbon

• GreatSoft/MYOB Practice Management

• FYI Elite mode (FYI must use Documents mode)

⚠️ Restricted Availability

Cannot connect if:

• Kloud Connect is connected

• Xero Practice Manager (XPM) is connected

• FYI Elite is connected (must switch FYI to Documents mode first)

• GreatSoft/MYOB is connected

🚫 Blocks These Integrations

When Karbon is enabled, the following cannot be connected:

• Xero Practice Manager (XPM)

• Kloud Connect

• GreatSoft/MYOB Practice Management

• FYI Elite mode (FYI must use Documents mode)

FYI

✅ Always Available

Important Note: FYI can always be connected, but when certain integrations are enabled, FYI must operate in Documents mode only. Elite mode is restricted when XPM, Karbon, GreatSoft/MYOB, or Kloud Connect is connected.

⚠️ Elite Mode Restrictions

FYI Elite mode cannot be enabled when any of the following are connected:

• Xero Practice Manager (XPM)

• Karbon

• GreatSoft/MYOB Practice Management

• Kloud Connect

When any of these integrations are connected, FYI must operate in Documents mode only.

⚠️ Restricted Availability

Cannot connect if:

• FYI Elite is connected (must switch FYI to Documents mode first)

• Xero Practice Manager (XPM) is connected

• Kloud Connect is connected

• Karbon is connected

🚫 Blocks These Integrations

When GreatSoft/MYOB is enabled, the following cannot be connected:

• Xero Practice Manager (XPM)

• Kloud Connect

• Karbon

• FYI Elite mode (FYI must use Documents mode)

Xero Ledger

✅ Always Available

Connection Status: Xero Ledger can always be connected with no restrictions.

✍️ Annature

✅ Always Available

Connection Status: Annature can always be connected with no restrictions.

Compatibility Summary

Mutual Exclusivity Group

The following integrations are mutually exclusive - you can only have one connected at a time:

FYI Elite Restrictions

FYI Elite mode has special restrictions and cannot be enabled when any of the following are connected:

• Xero Practice Manager (XPM)

• Karbon

• GreatSoft/MYOB Practice Management

• Kloud Connect

When these integrations are connected, FYI must operate in Documents mode only.

Always Compatible Integrations

The following integrations have no restrictions and can be connected alongside any other integration:

• ✅ FYI (in Documents mode)

• ✅ Xero Ledger

• ✅ Annature

Quick Reference Guide

• FYI Documents: Can connect with any integration ✅

• FYI Elite: Cannot connect with XPM, Karbon, GreatSoft/MYOB, or Kloud Connect ⚠️

• XPM, Karbon, GreatSoft/MYOB, Kloud Connect: Mutually exclusive - choose only one ⚠️

• Xero Ledger & Annature: Always compatible with everything ✅

Need Help? If you're unsure about which integrations to connect, or need assistance switching between integration modes, please contact our support team.