{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/fa5752ff274b4401be5aa590d22da552\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/fa5752ff274b4401be5aa590d22da552-3f80b08f9417712d.gif","duration":459.498,"title":"FYI - Entity Type Mappings For New Clients + Proposal PDFs","description":"In this video, I walk you through the final steps of the FYI integration series, focusing on how to use entity type mappings when creating new clients in FYI, especially after winning a proposal. I demonstrate how to add and prioritize different entity types, ensuring the correct business structure is reflected. Additionally, I highlight that these mappings can be reconfigured at any time, and I remind you that approved proposals will automatically push PDFs into FYI. Please make sure to review the mappings and confirm the setup for your clients."}