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What data migrates?

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 Addresses: Websites
Contact <=> Contact Relationships
Contact Custom Field Values
Contact Notes

Billing / AR

Time Entry Categories
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Categories
Expense Entries (Billed)
Expense Entries (Unbilled)

Email / Chat / SMS

Communications
Communications <=> Matter Relationships
Communications <=> Participating Phone Number Relationships
Communications <=> Participating Email Address Relationships
Communications <=> Participating User Relationships

Tasks & To-Dos

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Need More?

More Available on Request

Custom Fields

Custom Object Field Values
Contact Custom Field Values
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Stages
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Document Categories
Folders
Documents
Document Comments
Document Versions: Current Version
Document Versions: Previous Versions
Document Version Comments

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
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 Values
Custom Object <=> Matter Relationships

Ready to Start this Migration?

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