After your data has been imported into Canopy, review your client records and billing information to confirm everything transferred correctly before signing off with your Migration Specialist.
Available on: All plans with data migration services.
Table of Contents
Verify client information
Go to Clients > Client List.
Click a client name to open their record.
Confirm the client's name, SSN, address, DOB, and other key fields are correct.
Repeat for at least 5 of your most important clients.
Verify accounts receivable
Go to Clients > Client List.
Click a client name, then select Billing.
Review the billing dashboard and confirm that Invoices, Credits, and Outstanding balances all look correct.
Repeat for at least 5 of your most important clients.
Report changes or sign off
Complete this step within 7 business days of receiving your migrated data.
If you have corrections: Contact your Migration Specialist with a list of changes needed. Do not make changes directly in Canopy until your specialist confirms.
If everything looks correct: Let your Migration Specialist know you're satisfied with the migration. They'll notify your Implementation Specialist so you can move on to next steps.
Summary
Spot-check at least 5 clients for both record accuracy and billing data, then contact your Migration Specialist within 7 business days to report any corrections or confirm your sign-off. This keeps your implementation timeline on track.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.