To get started you will need to download the Import Template from Canopy.
To Download
Navigate to the client list:
Click the Clients tab in the global navigation bar.
Select Client List.
Click the stacked dots icon in the top right corner and select Import Clients.
Click the blue Download Template button.
Open the downloaded spreadsheet in Excel.
Note: you will want to open this on a desktop version of Excel and enable macros to utilize all features.
You will want to have your client and contact information ready to add into the spreadsheet.
You can use this guide to learn how to export your client list from your current software.
Next, click here to learn how to add data to the import template.