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Migrate from Act! CRM

Universal Migrator makes leaving Act! CRM easy.

What migrates from Act! CRM?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Custom Fields

Custom Field Definitions
Contact Custom Field Values

Need More?

More Available on Request

Where can I migrate Act! CRM to?

Act! CRM
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What a Migration Specialist Should Know

about 

Act! CRM

Act! CRM is a:

Desktop-Based Application


This means Act! CRM typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Act! CRM on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Act! CRM. In this scenario, some people may say that Act! CRM runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from Act! CRM via:

Database Connections

Act! CRM uses the following database backend:

Microsoft SQL Server

The following credentials are required:

Admin Act! CRM Credentials


The Migration Specialist will need an Administrator username and password into Act! CRM in order to extract your data.

Admin Credentials into the Act! CRM Database Server


The Migration Specialist will need the Administrator username and password into the Act! CRM database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

The computer used to migrate from Act! CRM:

Can be located Anywhere


Because data is extracted from the Act! CRM database, the migration can be run from anywhere with access to a backup of the database.

The following people are required for a migration from Act! CRM:

Migration Specialist


The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Firm Administrator


The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

Firm IT Administrator


The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

In order to migrate from Act! CRM:

The Firm Administrator must complete a User Mapping spreadsheet.


A member of the firm will need to complete a small spreadsheet mapping users from Act! CRM to users in the new system.

To migrate from Act! CRM, the Migration Specialist needs:

A Universal Migrator Subscription

Remote Access Software (if migrating Documents)

Migration tools for Act! CRM are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

Migrate like MedTech.

Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.

Zero Downtime.

Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.

No Mistakes - No Human Error - Ever.

Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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