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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

Contacts
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Custom Field Values
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
Rate Classes <=> Participating User Relationships

Custom Fields

Contact Custom Field Values

Matters

Matters
Practice Areas
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Need More?

More Available on Request

Ready to Start this Migration?

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