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  1. FYI
  2. Onboarding
  3. Migration

Migration

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  • 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
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