Data Migration
Learn how to migrate your data into Canopy!
24 articles
Import Client Data Using the Client Workbook
Learn how to import tags, roles, open balances, and WIP
- How do I import Clients and Contacts using the Client Import Workbook?
- How do I import Open Balances using the Client Workbook?
- How do I Verify My Imported Open Balances?
- How do I import Roles using the Client Workbook?
- How do I verify my imported Roles?
- How do I import Work In Progress (WIP) using the Client Workbook?
- How do I verify my imported Work In Progress (WIP)?
- How do I Import Tags using a CSV file?
- How do I Verify My Imported Tags?
File Migrations
Learn how to migrate files from different software into Canopy!
- How do I use Canopy's File Migration Agent (FMA)?
- How do I verify and finalize my File Migration?
- How do I prepare for my GoFileRoom migration?
- How do I prepare for my CCH file migration?
- How do I export files from CCH?
- How do I use the CCH Extract tool?
- How do I use the FileCabinet extraction tool?
- How do I prepare for my Revver migration?
- How do I prepare for my File Migration?
- How do I upload files using the ToCanopy tool?
Data Migration
Learn how to migrate data from Office Tools or Practice CS!