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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 Addresses: Websites
Contact <=> Contact Relationships
Contact Custom Field Definitions
Contact <=> User Relationships
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Documents

Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions

Custom Fields

Contact Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Groups
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Custom Field Groups
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Need More?

More Available on Request

Ready to Start this Migration?

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