Contacts can be exported from a variety of softwares so that you can easily transfer them to Canopy. This article provides basic instructions on for a selection of the most common migration cases. For more detailed instructions about exporting contacts from your software, please contact the specific software distributor. This list is not exhaustive.
What is included A group implementation includes a walkthrough of the main settings, an overview of the main features of the software and the client record, an explanation of the desktop assistant, an explanation of the E-services API and the QBO sync, and a contact import if needed. What to expect from the call Just like your demo, this is a group