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Migrate from Affinity

Universal Migrator makes leaving Affinity easy.

What migrates from Affinity?

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 Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Invoices
Invoices <=> Contact Relationships
Invoices <=> Matter Relationships
Time Entry Categories
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Categories
Expense Entries (Billed)
Expense Entries (Unbilled)
Rate Classes
Rate Classes <=> Participating User Relationships

Documents

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

Custom Fields

Custom Field Definitions
Custom Field Picklist Items
Contact Custom Field Values
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matter Notes
Matters <=> Originating User Relationships
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

General Ledger

Bank Accounts
Activities

Need More?

More Available on Request

Where can I migrate Affinity to?

Affinity
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What a Migration Specialist Should Know

about 

Affinity

Affinity is a:

Desktop-Based Application


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.

Universal Migrator extracts data from Affinity via:

Database Connections

Affinity uses the following database backend:

Orcale

Other Notes:

Contact Name Assist


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.

The following credentials are required:

Admin Affinity Credentials


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

Admin Credentials into the Affinity Database Server


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 File 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.

The computer used to migrate from Affinity:

Can be located Anywhere


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

Should be located near the Documents


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.

The following people are required for a migration from Affinity:

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 Affinity:

The Firm Administrator must complete a User Mapping spreadsheet.


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

To migrate from Affinity, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Affinity 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 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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