This article shows how key Practice CS fields map to corresponding fields in your Canopy account. Use it to understand where your data will land before and after your migration.
Note: This is not a complete list of all imported fields. Contact your Data Migration Specialist for the full field mapping.
Available on: All plans with data migration services.
Field Mapping Reference
Practice CS Field | Canopy Field | Notes |
ID | External ID | Provides a reference back to the original Practice CS client record. |
EIN/SSN | EIN/SSN | Primary method for distinguishing Business vs. Individual clients. |
Entity Type | Business/Individual | Secondary method for distinguishing Business vs. Individual clients. |
Description | Client Display Name | May differ from the Client Name field. |
Name 1 | Business Name | Business clients only. |
Client Class | Client Status | Maps to Client, Prospect, or Other. |
Client Status | Active/Inactive Status | Archived clients will not be imported. |
Interaction Notes | Client Notes | Only notes stored directly in Practice CS are imported — not notes from FileCabinet, UltraTax, or other integrated tools. |
Groupings (Partner/Manager/Associate) | Custom Fields | These do not map to Client Owner in Canopy, but can be used to filter and manually assign Client Owner after migration. |
Groupings (Entity) | (not imported) | Entity does not carry over as a Custom Field. |
Summary
This reference covers how your key Practice CS fields map to Canopy during migration. For fields not listed here, reach out to your Data Migration Specialist for a complete mapping.
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