Migrate from CenterBase
Universal Migrator makes leaving CenterBase easy.
What migrates from CenterBase?
Universal Migrator transfers all the following data and more.
Firm Data
Practice Areas | |
Users |
Contact Data
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact Custom Field Values | |
Contact Notes | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing Data
Invoices | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Time Entry Templates | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Templates | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fee Activity Templates | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Task Data
Task Entries | |
Task Entries <=> Related Contact Relationships | |
Task Entries <=> Related Matter Relationships |
Custom Fields
Custom Field Definitions | |
Custom Field Picklist Items | |
Contact Custom Field Values | |
Matter Custom Field Values |
Matter Data
Matters | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Calendar Data
Calendar Entries | |
Calendar Entries <=> Related Contact Relationships | |
Calendar Entries <=> Related Matter Relationships |
Other Data
More Available on Request |
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What a Migration Specialist Should Know
about
CenterBase
CenterBase is a:
Browser-Based Application
This means that firm members can typically access CenterBase from anywhere with an internet connection. When they need to use CenterBase, they enter CenterBase credentials into a CenterBase website and are able to access all their data from there.
Universal Migrator extracts data from CenterBase via:
Non-API Connections
The following credentials are required:
Admin CenterBase Credentials (Dedicated)
The Migration Specialist will need an Administrator username and password into CenterBase in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.
The computer used to migrate from CenterBase:
Can be located Anywhere
Because data is extracted from CenterBase via the internet, the migration can be run from any suitable location.
The following people are required for a migration from CenterBase:
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.
In order to migrate from CenterBase:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from CenterBase to users in the new system.
The Firm Administrator must complete a Custom Field Mapping spreadsheet.
Firms migrating from CenterBase tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.
To migrate from CenterBase, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for CenterBase 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
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 is 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