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  1. FYI
  2. Onboarding
  3. Migration

Migration

  • What data is migrated into FYI?
  • The Document Migration Process
  • Using the FYI Migrate App to Sync your Data
  • Document Migration for Server Connections (MYOB, Virtual Cabinet, CCH Document Centre, and Iris)
  • Document Migration for Windows Explorer, HowNow or HandiSoft
  • Document Migration with a Metadata File
  • Post Migration Admin
  • Resolving Unmatched Clients
  • Unmatched Client Import
  • Uninstalling the FYI Migrate App
  • Updating historical Excel links to the corresponding migrated document in FYI

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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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