Migration
- Migrating your Documents
- What data is migrated into FYI?
- Using the FYI Migrate App to Sync your Data
- Document Migration for MYOB or Virtual Cabinet
- Document Migration for Windows Explorer, HowNow or HandiSoft
- Post Migration Admin
- Resolving Unmatched Clients
- Merge Clients
- Updating historical Excel links to the corresponding migrated document in FYI
- Unmatched Client Import