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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
Invoices | |
Invoices <=> Matter Relationships | |
Time Entry Categories | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) |
Email / Chat / SMS
Communications | |
Communications <=> Document Relationships (Attachments) | |
Communications <=> Matter Relationships | |
Communications <=> Participating Contact Relationships | |
Communications <=> Participating Email Address Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Contact Custom Field Values | |
Matter Custom Field Values | |
Document Custom Field Values (aka Profile Attributes) |
Matters
Matters | |
Practice Areas | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Document Categories | |
Folders | |
Documents | |
Document Comments | |
Document Custom Field Values (aka Profile Attributes) | |
Document Versions: Current Version |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entries <=> Participating Contact Relationships | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Ready to Start this Migration?
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