Export From

Action Step

Universal Migrator makes leaving Action Step easy.

See What's Included Get a Migration Instead

All of the following exports from

Action Step:

Need a migration from Action Step instead?

Firm Data

Users

User Categories

User Categories <=> Participating User Relationships

Contacts

Contact Addresses: Email Addresses

Contact Addresses: Postal Addresses

Contact Addresses: Phone Numbers

Contact Addresses: Websites

Contact Custom Field Groups

Contact Custom Field Definitions

Contact Custom Field Values

Contact Notes

Documents

Folders

Documents

Document Versions: Current Version

Email / Chat / SMS

Communications

Communications <=> Document Relationships (Attachments)

Communications <=> Contact Relationships

Communications <=> Matter Relationships

Communications <=> Participating Contact Relationships

Communications <=> Participating Email Address Relationships

Tasks & To-Dos

Task Entries

Task Entries <=> Assigned to Contact Relationships

Task Entries <=> Assigned to User Relationships

Task Entries <=> Related Matter Relationships

Need More?

More Available on Request

Custom Fields

Custom Object Field Definitions

Custom Object Field Values

Contact Custom Field Groups

Contact Custom Field Definitions

Contact Custom Field Values

Matters

Practice Areas

Matter Stages

Matter Notes

Matters <=> Participating Contact Relationships

Matters <=> Participating User Relationships

Billing / AR

Invoices

Invoices <=> Matter Relationships

Time Entries (Billed)

Time Entries (Unbilled)

Expense Entries (Billed)

Expense Entries (Unbilled)

Rate Classes

Calendar & Events

Calendar Entries

Calendar Entries <=> Participating Contact Relationships

Calendar Entries <=> Participating Email Addresses

Calendar Entries <=> Participating User Relationships

Calendar Entries <=> Related Matter Relationships

Custom Objects

Custom Object Definitions

Custom Objects

Custom Object Field Definitions

Custom Object Field Values

Custom Object <=> Matter Relationships

Who do you want to do your export?

basic

Do It Yourself

For organizations with available IT personnel.

starts at

$3,500

USD

what.you.need

An IT Person who knows SQL

A dedicated computer for migrations

what.you.get

Access to the Universal Migrator software

Prebuilt mappings and training

Unlimited 9/5 Support

Direct access to developers

recommended

Hire a Partner

For organizations who just want to get it done.

full-service, starts at

$4,500

USD

what.you.need

Pick a partner (we'll recommend one)

Pick a migration date

what.you.get

A vetted partner ideal for your project

Confidence your project is handled right

The easiest migration you've ever had

Most partners deliver within 72 hours

Have Questions?

Get in-depth answers from a member of our team.