Migrate from Legacy to the New Neat Experience
Welcome to Neat’s Migration Resource Center
Migrate your data from the Neat Legacy software to the Neat Cloud in 4 steps! This page will be the starting point in guiding you through moving your information out of the Legacy Desktop Software into Neat Cloud. We look forward to you getting to what matters with our new innovative product; Let’s get started!- Back up the data in your Legacy software.
This step is very important to ensure you don't lose any data - Confirm the username associated with your Legacy software.
- Sync your data to the Neat Cloud.
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1. Click on your name at the top right of Neat, then click Sync.
2. Sign in to your active Neat Cloud account if prompted.
3. Wait until sync goes to 100% and says is Complete
Please Note: 100% does not mean sync is complete. Sync is not complete until it says Complete.
- To continue using a scanner to scan files to Neat, download the Neat Desktop App and sign in to your active Neat Cloud account.
Please Note: All of your files will remain in the legacy desktop software. Your files are copied over to the cloud and the Neat Cloud rather then moved. When the migration is complete all of your files will be in the legacy software and the Neat Cloud.
