The File Migration tool, built into the Canopy Desktop Assistant, allows you to upload entire client folder structures from your PC into Canopy Files.
Value to Accountants
Quickly move complete file structures into Canopy, saving time during onboarding or when consolidating records from multiple systems.
Table of Contents
Upload Client Folders with File Migration
Open the Desktop Assistant by clicking the Tray Icon in the Windows taskbar.
Click the Settings icon in the Desktop Assistant.
Select File Migration Tool from the dropdown menu.
(First-time use) – Click through the Getting Started guide to review tutorial information.
Add folders:
Drag and drop client folders into the File Migration tool, or
Click Browse to search for client folders in an upload menu.
⚠️ Note: Only folders can be migrated with this tool. Standalone files cannot be migrated.
Assign folders to clients:
Click Assign next to a folder.
Enter a client name and select the existing client in Canopy.
Smart Matched folders will already have a client assigned, indicated by the SM icon.
To reassign, click the Assigned Client and choose another client.
Manage folders before upload:
To delete a folder, click the Options menu next to the folder, then select Delete.
Upload assigned folders:
Click Upload Assigned.
🔑 Tip: Only assigned folders can be uploaded.
Track progress:
Click the Uploads tab to view file upload status.
View and Filter Completed Uploads
In the File Migration tool, click the Uploads tab.
From the window selection dropdown, choose Completed.
To sort completed uploads, open the Sort by dropdown.
Select from the available options:
Last uploaded
A–Z
Z–A
Enable Smart Match
The Smart Match feature automatically links folder names to existing clients in Canopy, reducing manual assignments.
Open the File Migration tool in the Desktop Assistant.
Click the Options menu.
Select Enable Smart Match.
If Smart Match is already enabled, you will see the option to Disable Smart Match.
Troubleshooting
Folders aren’t uploading
Verify that each folder is assigned to a client before clicking Upload Assigned.
Confirm your internet connection is active.
Smart Match not working
Ensure folder names closely match client names in Canopy.
If misassigned, manually reassign the folder to the correct client.
Standalone files missing
The tool only migrates folders. Upload individual files directly to Canopy through the Files module.
Summary
The File Migration tool lets you:
Upload entire client folder structures into Canopy
Assign or Smart Match folders to clients
Track and filter completed uploads
Enable or disable Smart Match as needed
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.