Before migrating your historical documents from FileCabinet to Canopy, you'll need to set up access for your migration specialist and prepare key information about your file structure.
Why it matters: FileCabinet migrations require upfront coordination on access and your desired file structure. Planning ahead ensures your migration specialist can begin quickly once everything is set up.
Table of Contents
Prepare Your Login Information
Your migration specialist will need admin access to your FileCabinet CS system. You have two options:
Option 1 — Invite Canopy's Migration Email:
Invite implementation+{tenant id}@canopytax.com to FileCabinet CS with admin access.
Replace
{tenant id}with your firm's Canopy tenant ID (your migration specialist can provide this).
Option 2 — Share an Existing Admin Login:
Provide your migration specialist with access to an existing FileCabinet admin login.
Set Up Remote Access
Your migration specialist will need to remotely access your FileCabinet system during the extraction.
Set up a remote desktop connection so they can access FileCabinet CS remotely.
Verify the connection works before the migration begins.
Your Data Migration Specialist will provide instructions if you're unsure how to set this up.
Prepare Your Migration Plan
Before your migration specialist reaches out, think through these four questions:
1. Password Protected Drawers
Do you have any password-protected drawers in FileCabinet?
If yes, provide a list of which drawers are protected and note any special access requirements.
2. Volume
What is the approximate number of drawers in FileCabinet?
This helps your migration specialist estimate timeline and resources needed.
3. Folder Structure
Do you want files nested under a specific parent folder (e.g., "FileCabinet Historical" or "Legacy Documents") in each client profile?
If yes, note the parent folder name you'd like.
If no, your current FileCabinet folder structure will be maintained as-is.
4. Timeline
When do you want to establish your data cut-off date?
This is the date when you'll stop adding new files to FileCabinet and begin migration.
Coordinate this timing with your firm so no files are added during the extraction process.
Contact Your Migration Specialist
Once you've set up access and thought through the four discovery questions, reach out to your Data Migration Specialist with:
Your selected login option and login credentials or email invitation confirmation
Confirmation of remote access setup
Your answers to the four discovery questions
Your proposed data cut-off date
They'll coordinate the migration timeline and next steps from there.
Summary
This article covered setting up login access for your FileCabinet migration, establishing remote access for your migration specialist, and preparing your answers to key migration planning questions. Once you're ready, contact your Data Migration Specialist to proceed.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.