To get started you will need to download the import template from Canopy.
To Download:
Navigate to the client list
-
- Click clients in the global navigation bar
- Select client list
- Use the three dots at the top right corner to find Import Clients.
- Download the template by clicking on the blue Download template button.
- Open the downloaded spreadsheet in Excel. Note: you will want to open this on a desktop version of Excel and enable Macros to utilize all features.
- You will want to also have your client & contact information ready to go.
You can use this guide to download a CSV file from your current software.