Neat Help Center > Migrate from Legacy to the Cloud Powered Software

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!

  1. Check that you meet the Cloud Powered software system requirements.
  2. Back up the data in your Legacy software.
  3. Confirm the username associated with your Legacy software.
  4. Sync your data to the Neat Cloud / Cloud powered software.
  5. Download the Cloud Powered software.

Once your 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.

Still need some help?

View Neat's contact options and check out our NeatCare Priority Support package that provides extended support and hardware protection.

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