video1.0<iframe src="https://www.loom.com/embed/fa5752ff274b4401be5aa590d22da552" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/fa5752ff274b4401be5aa590d22da552-3f80b08f9417712d.gif459.498In 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.