Data Migration
Learn how to migrate your data into Canopy!
9 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?