Canopy Software Client Management Tutorial: How to Import & Add New Clients
Welcome to our Canopy practice management software tutorial.
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In this video, we’ll walk through the process of importing a client list into Canopy, covering everything from file preparation to client organization. You'll learn how to export your client data, convert it to a compatible format, and adjust columns and headers to meet Canopy’s specifications. We’ll also look at client list customization options, bulk actions, and organizing clients by tags and attributes.
Timestamps:
0:00 – Introduction to Importing Clients into Canopy
0:08 – Exporting Your Client List from Your Current Software
0:27 – Preparing Your File for Import
1:01 – Converting Files to CSV Format
1:15 – Reviewing Data and Ensuring Accurate Organization
1:52 – Setting Up Individual and Business Client Lists
2:12 – Adding Headers for Successful Import
3:08 – Required Fields and Best Practices for Importing
3:53 – Formatting Tips for Data Consistency
4:25 – Starting the Import in Canopy
4:49 – Mapping Headers and Attributes to Canopy
5:54 – Creating Custom Fields for Unique Data
6:42 – Validating and Importing Your Client Data
8:00 – Saving Import Templates for Future Use
8:37 – Overview of the Client List in Canopy
9:03 – Customizing and Filtering the Client List
9:57 – Saving Filtered Lists for Targeted Actions
10:46 – Bulk Actions and Client Communication
11:58 – Adding a New Client from the Client List
12:59 – Managing Client Records and Adding Spouses
14:02 – Organizing Client Information and Task Management
Be sure to follow along to set up your client list smoothly and make the most of Canopy’s powerful organizational tools. Don’t forget to subscribe for more Canopy tutorials!
👉 Get Canopy special offer: https://businessolution.org/get/canopy/
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