Description: Learn how to prepare and import your client and contact data into Canopy using our Import Template Workbook. This course covers everything from downloading the template to uploading your finalized data—ensuring a smooth, accurate transition into the platform.

Prerequisites: None.         Estimated Time: 30 minutes

Learning Objectives:

• Understand the difference between clients, contacts, and client groups in Canopy
• Download and navigate the Import Template Workbook
• Enter client and contact information correctly, using formatting best practices
• Identify and avoid common import mistakes like duplicates and mismatched data
• Successfully upload the import file and resolve any errors during the process