Do firms need to notify Canopy before migrating?
As part of our Beta, we ask that you let us know when you plan to migrate, as this helps us track migrations during this phase.

Can we migrate after hours or on weekends?
Yes. We recommend migrating after hours or over the weekend, since you will not be able to access your Canopy account while the migration is processing.

Can I schedule my migration?
Yes. You can now schedule your migration so it runs when it works best for your firm. Just get all your settings ready, then schedule it from the migration screen.

How will I know when the migration is complete?
Admins are notified by email once the migration is complete.

Can I change my migration settings after I’ve started the migration?
No. Once the migration is initiated, settings are locked and cannot be changed. Be sure to review and apply your final settings before clicking Begin Migration.

What should I check if something appears to be wrong after migration?
Look for missing portal access, blank client names, or unlinked contacts. These may be resolved by merging contacts or manually linking records. If something is missing or wrong, reach out to Support or your CSM.

How do I preview what my client data will look like before migrating?
Use the Preview Tool in the Clients section. Apply your migration settings and see before-and-after views of client names, contacts, and links.

What are the different client name options I can choose during migration?

What’s the difference between Client Name and Client-Facing Name?
Client Name is used internally. Client-Facing Name is shown to clients in documents like invoices or portal communications.

How should I choose my setting for linked clients like spouses and dependents?
Use the Linked Individual Clients setting to merge, archive, or keep records separate. The Preview Tool helps you see the outcome before you migrate.

What’s the difference between a Client and a Contact?
Clients are entities your firm works for (individuals or businesses). Contacts are the people associated with those clients and can be linked to multiple client records.

Do I need to set a Primary Contact for every client?
For individual clients, yes — the primary contact receives portal invites and communications. For business clients, this is optional.

Can we bulk-assign primary contacts to individual accounts after migration?
No. Bulk assigning primary contacts is not currently available.

What happens to inactive linked clients during migration?
Depending on your settings, inactive linked clients can be archived and converted into contacts under the active record.

Will archived clients still be linked to active ones (e.g., spouses/business relationships)?
Yes. As long as they are linked in the migration settings, archived clients remain associated through contact or connection links.

Can archived clients or contacts be brought back after migration?
Yes. Archived clients and contacts can be reactivated at any time.

Will notes from inactive spouse/client portal accounts carry over to their new contact record?
No. Notes remain on the archived client record. You can access them from that record and copy/paste them to the appropriate client if needed.

When I merge duplicate contacts, why does the original primary contact sometimes change to “Other”?
This happens if you keep a contact that wasn’t the primary. The kept contact becomes the primary, and the original is reassigned as “Other.”

How do Client Groups work, and when should I use them?
Client Groups link related clients under a shared ownership structure, ideal for group billing, shared files, and organization.

Do we need to create Client Groups manually after migration or are they formed through connections?
They must be created manually after migration using the Groups section.

What is a Connection in the new structure?
A Connection is a linked client that isn’t a contact, like an associated business, lawyer, or advisor.

What happens to pending portal invites during migration?
They will not carry over. Download a list before migrating so you can resend them afterward.

Are notifications for billing or other features different post-migration?
No. Notifications work the same as before.

Does merging contacts remove client portal login history or access?
No, as long as you keep the contact with active portal access.

Can contacts be used as referrals?
Not at this time — only clients can be referrals.

Why are archived clients receiving emails or appearing in workflows?
Archived clients may still be linked to active ones. Review and manage those links.

Will duplicate contacts be created if the spouse has portal access but their client record has no email?
Yes. The migration may create both records. You can merge them afterward.

What’s the most efficient way to correct or clean up duplicate contacts?
Use the Contact List to merge duplicates after migration.

Do I need to clean up my data before I migrate?
Optional, but recommended. Archiving inactive clients, checking for duplicates, and confirming naming conventions beforehand reduces cleanup later.

What happens to clients who were deleted or archived? Will they migrate too?
Yes. All active, inactive, archived, and deleted clients migrate.

Why are some inactive clients automatically archived in preview and others not?
It depends on the migration settings you choose.

If I have duplicate clients, can they be merged?
No. Client merging isn’t available — you’ll need to manually consolidate before or after migration.

Should I sync my account with QBO before or after migrating?
It’s up to you. If you’re already synced, keep your display names the same before migrating to ensure proper syncing.

Do our custom fields migrate with our client data?
Yes.

In the migration settings, if I add a contact and archive the inactive client record, will the new contact populate the tax organizer next year?
Yes — the organizer is created at the client level, so the contact will be included.