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

Billing / AR

Invoices
Invoices <=> Contact Relationships
Invoices <=> Matter Relationships
Flat Fee Categories
Flat Fees (Billed)
Flat Fees (Unbilled)
Rate Classes
Rate Classes <=> Matter Relationships

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entry Custom Field Values
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Custom Fields

Contact Custom Field Values
Matter Custom Field Values
Calendar Entry Custom Field Values

Matters

Matters
Practice Areas
Matter Stages
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

General Ledger

Bank Accounts
Chart of Accounts
Transactions
Activities

Need More?

More Available on Request

Ready to Start this Migration?

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