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How do I anonymize my data before uploading it?
You can use Canopy’s inbuilt custom PDF Anonymizer tool to remove Personally Identifiable Information (PII) before uploading your data into Canopy. More information on this topic is available here.
Is there an easy way to manually upload multiple transactions in Engine?
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Real Estate transactions can be booked like normal Purchase/Sale transactions with Quantity being 1 and price being the current value of the real estate.
What if the data displayed in Canopy does not match my bank statements?
If you log in while our data team is processing your statements, the information is being uploaded onto Canopy may be incomplete and will not match. You'll see a “Statement Processing in Progress” preventive/warning pop-up banners displayed at the top of every page to warn you about the display of incomplete data. Furthermore, you would also be able to see a yellow warning icon beside each account that is being processed in the “Select Accounts” Tab.
You will receive an email notification when processing of your data is completed. However, if the data continues to look off after processing is completed, please contact us and our team will be more than happy to solve your issues.
I have more questions!
We are here to help. Please contact us at connect@canopy.cloud.
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