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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users
User Categories
User Categories <=> Participating User Relationships

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)
Rate Classes
Rate Classes <=> Participating User Relationships

Need More?

More Available on Request

Custom Fields

Contact Custom Field Values

Matters

Matters
Practice Areas

General Ledger

Chart of Accounts

Ready to Start this Migration?

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