Migrate From

Coyote Analytics to PowerBI

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
	Rate Classes

Documents

Document Categories

Custom Fields

	Contact Custom Field Values
	Matter Custom Field Values

Matters

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

General Ledger

Chart of Accounts

Need More?

More Available on Request