Migrate from Legacy to the Cloud Powered Software
Welcome to Neat’s Migration Resource Center
Migrate your data from the Legacy software to the Cloud Powered software in 5 steps!
This page will be the starting point in guiding you through moving your information out of the Legacy Desktop Software into the Neat cloud-powered software. We look forward to you getting to what matters with our new innovative product; Let’s get started!
- Check that you meet the Cloud Powered software system requirements.
- Back up the data in your Legacy software.
- Confirm the username associated with your Legacy software.
- Sync your data to the Neat Cloud / Cloud powered software.
- Download the Cloud Powered software.
Once you’re done downloading and installing the Cloud Powered software, view our Quick Guide to Getting Started.
Note: All of your files will remain in the legacy desktop software. Your files are copied over to the cloud and the cloud-powered software rather then moved. When the migration is complete all of your files will be in the legacy software and the cloud-powered software.