Migration and Onboarding
- How does the ‘resolve unmatched clients’ routine work?
- Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?
- How to share a folder in Dropbox?
- How to share a SharePoint folder?
- How to share HandiSoft historical documents?
- How can we incorporate a partial migration into the trial?
- How do I Migrate Emails to Outlook?
- How can we file historical Outlook emails in FYI, for each employee, and where some emails go back a number of years?
- How can we migrate and import from HowNow to FYI?
- Can we migrate documents from Suitefiles to FYI?