The successful migration of your historical documents into FYI is a fundamental part of onboarding.
This article contains the following sections:
Data that is Migrated
Wherever possible, your documents will be migrated across to FYI with relevant metadata, although our ability to do this depends on exact circumstances.
In addition to your Client files, other documents that could be migrated across to FYI include knowledge documents such as company policies, procedures, and templates, etc.
To date, practices have successfully migrated data into FYI from the following platforms:
- MYOB DM
- SuiteFiles
- SharePoint
- HowNow
- Nimbus
- Windows Explorer
- Virtual Cabinet
- HandiSoft
- DropBox
- Google Drive
For more information, refer to What data is migrated into FYI?.
The FYI Client Success team can work with you to co-ordinate the migration of your data to align with an agreed go live date for FYI. Our aim is to deliver a clean transition to FYI with your team having access to their work-in-progress documents from day 1.
Please Book a Discovery Meeting to discuss the best approach for your practice and pricing options for our assisted onboarding services. Refer to Booking your Discovery Meeting.
The Migration Process
Once you have completed the initial set-up of your Cabinets and Categories, User Groups and Active Users, you will be ready to start migrating your historical documents into FYI.
The process is outlined in the chart below.
Click here to download the chart as a PDF.
Syncing your Data
Use the FYI Migrate App to initiate live syncing of documents from your legacy DM store into FYI.
Your documents will be imported into FYI and filed to your specified Cabinets and Categories.
A ‘Migration Cut-Off Date’ will be agreed as part of your onboarding plan. This is normally at 5pm AEST two business days prior to your ‘Go-Live’ date.
Any documents created and edited after the agreed cut-off date are no longer being synced by FYI. They will need to be saved locally and imported into FYI after your Go-Live date.
Refer to Using the FYI Migrate App to Sync your Data.
Post-Migration Admin
After your documents have been imported into FYI, you can perform a few simple admin tasks to ensure they are stored correctly. This includes:
- Identifying Archived Clients
- Resolving Unmatched Clients
- Nominating the Client to include in AutoFile
- Updating Filing Details of Documents
Refer to Post Migration Admin.