FYI offers free DIY (Do It Yourself) onboarding and document migration.
If you would like assistance, please refer to The Onboarding Process.
We provide you all the tools required to transfer your documents from your existing system (MYOB, Windows, Handisoft, HowNow, SuiteFiles etc) into FYI, with no downtime for your team!
The below steps will walk you through the process of downloading and installing our FYI Migrate application, which you can then direct toward your existing file store and begin syncing your documents.
- The FYI Migrate application syncs your documents, meaning it takes a "live copy" and continues to sync as users create new documents and edit existing ones. The sync will continue running until you stop the FYI Migrate application. You can sync everything and leave the FYI Migrate application running to keep syncing, until such time as you plan on importing.
- When you decide you are ready, you stop the sync and the next steps will be handled by your FYI Client Success Manager. Refer to The Onboarding Process.
This video walks you through the first steps of the document migration process: downloading, installing and logging into FYI's Migrate app.
Note: This application is designed for Windows 64 bit versions. This does not run on Mac OS.
Before you begin the Data Migration
- You must have an active FYI account (trial or paid)
- You will be required to enter billing details (don't worry, we won't charge you until your trial is complete)
- (If not already completed) We also highly recommend you book a discovery call with our client success team to discuss the process (this can be booked via the Discovery section of the Onboarding Workspace).
Step 1. Download the FYI Migrate application
From the Migrate Documents section in the Onboarding Workspace, click Download. This will download a FYIMigrate.zip file.
Step 2. Extract the application files
Extract the files in the FYIMigrate.zip file.
Step 3. Run the application file
Run the extracted application file FYI Migrate.
If prompted, click the More Info link, then click Run anyway.
This will install the FYI Migrate application.
Note: If you get any errors on the installation of this application, first discuss it with your IT provider. If they are unable to successfully install the application, please contact the FYI Support Team at firstname.lastname@example.org.
Step 4. Login using your Windows Office 365 (FYI) login
If your IT provider requires Proxy details, tick the proxy box and enter the relevant details.
When you click Login with Windows you will be directed to a browser tab where you can login.
As part of the login, you will be asked to accept permissions to enable the FYI Migrate application to run. You can select "Consent on behalf of your organisation" if you prefer not to be prompted each time.
Click Accept to continue.
Once logged in, you will be prompted to close the browser tab and return to the application.
Step 5. Select the location of your source documents
Select MYOB Document Manager, Virtual Cabinet or Windows Explorer as the location of your source documents.
If you are not on MYOB or Windows Explorer, see below for information on what to select.
What about systems other than MYOB, Virtual Cabinet, and Windows Explorer?
If your documents are stored with any other platform, then select Windows Explorer.
- Other on-premise document management systems
For document management systems (such as HowNow or Handisoft) you will be syncing the underlying folders. For assistance locating the root directory containing your documents, please refer to your IT provider.
- Other cloud-based document management systems
If your documents are stored in the cloud (Dropbox, SharePoint/SuiteFiles, Google Drive etc), you will need to sync your documents locally. Once synced locally, you will use the Windows Explorer method linked above. To set up the local sync, you may be able to follow the instructions linked below, otherwise, refer to your IT provider.
Note: When syncing from a cloud location it is important that the documents are stored locally, not just presenting as a ghost copy.
For example, this folder is available via the cloud, not synced locally:
Whereas this folder has been synced locally: