This article shows migrated firms how to download their pending portal invite and previously-linked client lists as CSVs directly from Settings.
If your firm recently migrated and some clients couldn't reach their CSV download link from the migration email, you can now pull both lists yourself anytime — no need to wait on a resend.
Table of Contents
Download Your Client Lists
This section only appears for firms that have completed migration to the new CRM.
Click your account icon and select Settings.
Select the CRM Updates tab.
Click Download List next to Pending Portal Invitations to export a CSV of clients who haven't yet accepted their portal invite.
To reference clients that were already linked before migration, click Download List next to Previously Linked Clients instead.
Related Articles
Summary
Migrated firms can download their pending portal invite and previously-linked client lists as CSVs anytime from Settings > CRM Updates. This removes the need to wait on a resent migration email to access the download link.
Need Help?
Contact Canopy Customer Support or ask Penny, our AI Support Bot, for assistance.