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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Firm Locations
User Locations
Users
User Custom Field Definitions
User Custom Field Picklists
User Custom Field Values
User Categories
User Categories <=> Participating User Relationships

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Custom Field Definitions
Contact Custom Field Picklists
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

User Custom Field Definitions
User Custom Field Picklists
User Custom Field Values
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Custom Field Definitions
Matter Custom Field Picklists
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

Ready to Start this Migration?

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