This article will walk you through the easy steps to set up your FYI Dashboards account.
Signup with FYI Dashboards
To begin your journey with FYI Dashboards, simply use this link to sign-up.
Connecting FYI to Dashboard Insights
Client ID and Secret Key
To connect your FYI account to the dashboard, you’ll need to obtain your Client ID and Secret Key. These details will be put into your firm settings in Dashboard Insights to enable the integration. Here is a guide on where to find these credentials.
Data Integration
If you've skipped the FYI Connection during signup, use this section below, and we’ll guide you through the necessary configuration steps to ensure your FYI integration is set up correctly. Refer to the demo below for the detailed instructions.
Start your journey with Dashboard Insights today to unlock new opportunities for growth and innovation. For more information, feel free to contact us at [email protected]