Before you Sync (Windows)

Please note that the information provided on this page is related to products and/or services which are no longer supported and agent support is no longer available. This information is provided as a courtesy for users who may still need troubleshooting or FAQ information on end-of-life products.

Before you sync your data to the cloud, there are some tips you should consider, in order to make moving your data to Neat cloud-powered software a simple process. Please keep in mind that completely syncing your database may take some time, depending on the size of your database. It takes about an hour to sync one gigabyte of data to the Neat cloud-powered software, depending on your connection speed.

Tip #1: Sync one computer at a time. If you are syncing more than one computer to the same Cloud plan, then you should work on syncing your data to the cloud, one computer at a time. If you have multiple computers syncing to the cloud at the same time, you may cause a syncing error. Tip #2: Export information that you do not want in the new software. If you have old information that you no longer need or that you do not need immediately; we recommend that you export that data out of your Neat software in PDF form, then moving it to an external drive. This will help the syncing process move along more quickly.

Once you have followed those tips, you can turn on the Neat software's sync feature.

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