Migrate From

DLEX to PowerBI

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Websites
	Contact Addresses: Social Media Accounts
	Contact <=> Contact Relationships
	Contact Custom Field Values
	Contact Notes
	Contact Categories
	Contact Categories <=> Participating Contact Relationships

Billing / AR

	Invoices
	Invoices - Payments
	Invoices - Payments - Allocations
	Invoices <=> Matter Relationships
	Time Entry Categories
	Time Entries (Billed)
	Time Entries (Unbilled)
	Expense Entry Categories
	Expense Entries (Billed)
	Expense Entries (Unbilled)
	Rate Classes
	Rate Classes <=> Matter Relationships

General Ledger

Email / Chat / SMS

	Communications
	Communications <=> Document Relationships (Attachments)
	Communications <=> Matter Relationships
	Communications <=> Participating Email Address Relationships
	Communications <=> Participating User Relationships

Tasks & To-Dos

	Task Entries
	Task Entries <=> Assigned to User Relationships
	Task Entries <=> Related Matter Relationships

Need More?

More Available on Request

Custom Fields

	Contact Custom Field Values
	Matter Custom Field Values
	Document Custom Field Values (aka Profile Attributes)

Matters

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

Accounts Payable

Vendor Bills

Documents

	Document Categories
	Folders
	Documents
	Document Comments
	Document Custom Field Values (aka Profile Attributes)
	Document Versions: Current Version
	Document Versions: Previous Versions

Calendar & Events

	Calendar Entry Categories
	Calendar Entry Categories <=> Related Calendar Entries
	Calendar Entries
	Calendar Entries <=> Participating Email Addresses
	Calendar Entries <=> Participating User Relationships
	Calendar Entries <=> Related Matter Relationships

Reminders

	Reminders
	Reminders <=> Participating User Relationships
	Reminders <=> Related Task Entries