[ CP Financial to SQLite ]

Migrate From

CP Financial

or get an Export Instead

Migrate Into

SQLite

Change Destination

Plan your Migration

All of the following migrates from

CP Financial to SQLite

Firm Data

Firm Locations

User Locations

Matter Locations

Users

User Custom Field Definitions

User Custom Field Picklists

User Custom Field Values

User Categories

User Categories <=> Participating User Relationships

Contacts

Contact Addresses: Email Addresses

Contact Addresses: Postal Addresses

Contact Addresses: Phone Numbers

Contact <=> Contact Relationships

Contact Custom Field Definitions

Contact Custom Field Picklists

Contact <=> User Relationships

Contact Custom Field Values

Contact Notes

Contact Categories

Contact Categories <=> Participating Contact Relationships

Accounts Payable

Vendor Bills

General Ledger

Bank Accounts

Chart of Accounts

Transactions

Need More?

More Available on Request

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

Practice Areas

Matter Custom Field Definitions

Matter Custom Field Picklists

Matter Custom Field Values

Matter Notes

Matters <=> Participating Contact Relationships

Billing / AR

Invoices

Invoices - Payments

Invoices - Payments - Allocations

Invoices <=> Contact Relationships

Invoices <=> Matter Relationships

Activity Code Categories

Activity Codes

Time Entry Categories

Time Entries (Billed)

Time Entries (Unbilled)

Time Entries <=> Activity Codes

Expense Entry Categories

Expense Entries (Billed)

Expense Entries (Unbilled)

Expense Entries <=> Activity Codes

Rate Classes

Rate Classes <=> Participating User Relationships

deployment tracks

Who do you want to do your migration?

Two deployment tracks. Same Universal Migrator engine. Choose the path that matches your team's bandwidth.

basic

Do It Yourself

For organizations with available IT personnel.

starts at

$3,500

USD

what.you.need

An IT Person who knows SQL

A dedicated computer for migrations

what.you.get

Access to the Universal Migrator software

Prebuilt mappings and training

Unlimited 9/5 Support

Direct access to developers

recommended

Hire a Partner

For organizations who just want to get it done.

full-service, starts at

$4,500

USD

what.you.need

Pick a partner (we'll recommend one)

Pick a migration date

what.you.get

A vetted partner ideal for your project

Confidence your project is handled right

The easiest migration you've ever had

Most partners deliver within 72 hours

quote modifiers

What affects your quote?

$$$$

Custom Scripting

Custom tweaking, cleaning or data enhancement

$$$$

Data Slicing

Carving out & excluding data from the migration

$$$

Custom Field & Custom Object Mapping

Complex data structures and custom configurations.

Document Volume

Documents, versions, and the total transfer size.

Some migrations are fully subsidized by SQLite, marketing campaigns, and/or promotions.

preferred partners

When we introduce you to a preferred partner, you know your project will be handled right.

Super Security

Preferred partners exceed industry standards, keeping your data protected in transit and at rest.

Zero Downtime

Your firm never stops working — even during the migration. You'll always have access to all your data.

100% Accuracy

Everything transfers right the first time. If you find an issue within 30 days, partners fix it free.

Hyper Responsive

Preferred partners are at your beck-and-call. Ready to talk at a moment's notice.

Testimonials

Customer testimonials

Don't just take our word for it - hear from our customers.

Start Your Migration Today

Get in-depth answers from a member of our team.

Have lots of migrations?

project summary

Source

CP Financial

destination

SQLite

warranty

30-day integrity coverage