Canopy

Learn how to migrate your data into Canopy!

Data Migration

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?

Learn how to import tags, roles, open balances, and WIP

Import Client Data Using the Client Workbook

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?

Learn how to migrate files from different software into Canopy!

File Migrations

How to Prepare for Your Practice CS Data Migration

How Practice CS Fields Map to Canopy After Migration

How to Choose Your Invoice Format for Practice CS Migration

How OfficeTools Fields Map to Canopy After Migration

How to Verify Your Client Data After Migration

Learn how to migrate data from Office Tools or Practice CS!

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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