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

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