The successful migration of your historical documents into FYI is a fundamental part of onboarding.
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
- Windows Explorer
- Virtual Cabinet
- Google Drive
Choosing a migration strategy for your practice
The approach we recommend for your migration will vary depending on your legacy system:
- Practices with a simple filing structure and no custom requirements may prefer to self-manage the migration of your data into FYI, with minimal assistance from the FYI Client Success team.
- Alternatively, the FYI Client Success team can work with your practice (or your IT provider) to get secure, remote access and 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.
You can also refer to the articles in Discovery for more information on:
- Preparing for a Discovery Meeting
- What data is migrated into FYI
- Converting your folder structure to FYI’s filing system
- Planning your Go Live Day
The Migration Process
There are three steps to follow when migrating data to FYI.
Step 1: Syncing your data
Use the FYI Migrate App to start syncing your documents.
Step 2: Import and File
Import and file your documents in FYI.
Step 3: Post Migration Admin
Perform a few simple admin tasks to ensure they are stored effectively and that FYI is configured to suit your practice.
These steps are outlined in the chart below.
Click here to download the chart as a PDF.
For more information on each of these steps, refer to the articles in the section Migration.