Migrate From
Affinity
Universal Migrator makes leaving Affinity easy.
Where do you want to migrate Affinity to?
Who do you want to do your migration?
Do It Yourself
starts at
$3,500
For organizations with available IT personnel.
What you'll need:
An IT Person who knows SQL
A dedicated computer for migrations
What you'll get:
Access to the Universal Migrator software
Prebuilt mappings and training on how to use them
Unlimited 9/5 Support
Direct access to the Universal Migrator developers
Have lots of projects? Join our Partner Program.
Partners get unlimited access to our tools.
Hire a Partner
Full-Service White-Glove implementations start at
$4,500
For organizations who just want to get it done.
What you'll need to do:
Pick a partner (we'll recommend one)
Pick a migration date
What you'll get:
A vetted partner ideal for your project
Confidence knowing your project is handled right
The easiest migration you've ever had.
"Write a check and get it done."
Most partners deliver full implementations within 72 hours of being hired.
What a Migration Specialist Should Know
about
Affinity
Affinity is a:
This means Affinity typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Affinity 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 Affinity. In this scenario, some people may say that Affinity runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.
Desktop-Based Application
Universal Migrator extracts data from Affinity via:
Database Connections
Affinity uses the following database backend:
Orcale
Other Notes:
In Affinity, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.
Contact Name Assist
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Affinity in order to extract your data.
Admin Affinity Credentials
The Migration Specialist will need the Administrator username and password into the Affinity database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.
Admin Credentials into the Affinity Database Server
The Migration Specialist will need the Administrator username and password into the Affinity file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.
Admin Credentials into the Affinity File Server
The computer used to migrate from Affinity:
Because data is extracted from the Affinity database, the migration can be run from anywhere with access to a backup of the database.
Can be located Anywhere
Because Affinity is a desktop-based application, if documents are being transferred, the computer used for the migration should be near the same device that stores the documents.
Should be located near the Documents
In order to migrate from Affinity:
A member of the firm will need to complete a small spreadsheet mapping users from Affinity to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up documents from Affinity includes:
Documents saved under Matters
Document Templates
The following people are required for a migration from Affinity:
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.
Migration Specialist
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 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.
Firm IT Administrator
To migrate from Affinity, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Affinity are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold Migration Specialist subscription
IT Professionals with an active Silver Migration Specialist subscription
