Before migrating your historical documents from GoFileRoom to Canopy, you'll need to purchase a backup and prepare key information about your file structure.
Why it matters: GoFileRoom migrations require upfront planning to ensure your files land in the right client records and are organized the way you want them. Preparing ahead of time means your migration specialist can move quickly once they have your backup.
Table of Contents
Order Your GoFileRoom Backup
Purchase your backup directly from GoFileRoom.
Request that your backup be in GUID format — this ensures compatibility with Canopy's migration process.
Arrange File Delivery
Your Data Migration Specialist will need access to your backup file to complete the migration.
Preferred: Provide a remote download link where the backup can be accessed.
If you can't provide a download link: Contact your Data Migration Specialist to discuss alternative delivery options.
Prepare Your Migration Plan
Before your migration specialist reaches out, think through these three questions:
1. Client Name Matching
Do your GoFileRoom backup folders match your Canopy client names exactly (spelling, capitalization, spacing)?
If yes, note that.
If no, prepare a mapping of GoFileRoom folder names to Canopy client names so files get assigned correctly.
2. Volume
What is the approximate total size of your backup? How many client folders are you expecting to migrate?
This helps your migration specialist estimate timeline and resources.
3. Folder Structure
Do you want files nested under a specific parent folder (e.g., "Historical Docs" or "GFR Archive") in each client profile?
If yes, note the parent folder name you'd like.
If no, your current GoFileRoom folder structure will be maintained as-is.
Contact Your Migration Specialist
Once you have your backup and have thought through the three questions above, reach out to your Data Migration Specialist with:
Your remote download link (or confirmation that you'll provide it via alternate delivery)
Your answers to the three discovery questions
Any other context about your file organization
They'll coordinate the migration timeline and next steps from there.
Summary
This article covered purchasing your GoFileRoom backup in GUID format, arranging file delivery to your migration specialist, and preparing your answers to key migration planning questions. Once you have your backup ready and your migration plan clear, contact your Data Migration Specialist to proceed.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.