Data Migration
Learn how to migrate your data into Canopy!
22 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?
What do I need to export my data from GoFileRoom?
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 prepare for my DocIt migration?
How do I prepare for my FileCabinet migration?
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?