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Let’s learn how to import your contacts into Canopy from a CSV file.
In this article:
- Import Contacts
Resources in video:
**Please note that if you are using the Free version of Canopy, you will not be able to perform a bulk import of contacts.
To import your existing contacts into Canopy, you’ll need to export all of your contacts into a .CSV (Comma Separated Value) file.
Importing clients, generally, involves the following process:
- Create a .CSV file with appropriate headers
- Upload your file
- Map column headers from the .CSV file to attributes in Canopy
- Importing to Canopy
- Making sure you have the correct headings for your data
- And you have the details in the correct format - for example, how a date is formatted.
Let’s look at an example, for a file about to be uploaded:
It includes basic information like first and last names, emails, SSN’s. And then other fields like the date when you started working with the client. These are headers: it’s identifying what the column is containing.
Now, you just need to make sure the header’s data type (like a date or number) is in the right format. For example:
- For a SSN, it’s set up as XXX-XX-XXXX.
- For a date, it would be MM-DD-YYYY.
Import to Canopy
To upload a .CSV file:
- Navigate to the Contacts List in under the Contacts tab.
- Click on the three dots icon next to Create New
- Select Import Contacts from the dropdown menu.
- Select the applicable option from the Select previous software drop-down menu.
Selecting a software displays some tips for you to successfully export a CSV from that software. With most softwares, you will need to export a form of Custom Report.
- Selecting a software displays some tips for you to successfully export a CSV from that software. With most softwares, you will need to export a form of Custom Report.
- Select the type of contact list you plan to import.
Remember our recommendation from before? It is important to separate Individual contacts from Businesses. In essence, you’ll do this process once for individuals and once for businesses.
- Remember our recommendation from before? It is important to separate Individual contacts from Businesses. In essence, you’ll do this process once for individuals and once for businesses.
- Click Upload from computer.
- Click Next!
Headers from your .CSV file are mapped to attributes in Canopy. This is why it’s important to have the right headers set up before this point!
You have two options:
- Use Canopy Template: matches the headers up to attributes based on what it could best understand.
- Map attributes manually: map headers to attributes from scratch
Let’s start with the Canopy Template.
Next, you’ll see two sections:
- CSV Headers
- Canopy Attributes
We are finally ready to translate the headers into actual attributes!
If you set up the headers properly, Canopy is able to map the headers to right attributes. It will say Mapped and is highlighted blue.
If it couldn’t, the column will say not mapped, and you’ll be able to select an attribute to assign. But no worries, you can select an attribute to assign it.
Simply click the dropdown on a field to see the entire list of Canopy pre-made attributes.
At the very bottom of the list, you can add a custom field to map this attribute. If you made custom fields beforehand (because you're a crackerjack accountant) those also appear in this list. But again, if you didn’t, no sweat! You can create a custom field here:
- First, name the field.
- We recommend using what you called your header.
- And the field type - text input, date, or from a list.
- Then click add.
Now you’ve successfully mapped a custom header to a field to attribute.
You’ll need to account for every column: either mapped or not imported.
This is important, because the only way to save and import is to make sure every header has been accounted for.
After that’s done, click Validate and Import.
OK! Your import is underway. Depending on the size of the import, this process may take a few minutes.
Save as Import Template
In the meantime, you can option to save this mapping as a template. Check the box if you’d like to have that. We recommend saving it!
Click Return to Contacts.
You’ll receive an email when the import is complete.