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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users
Tags

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships
Contact Tags

Billing / AR

Invoices
Invoices - Payments
Invoices - Payments - Allocations
Invoices <=> Matter Relationships
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entries (Billed)
Expense Entries (Unbilled)
Flat Fees (Billed)
Flat Fees (Unbilled)

Email / Chat / SMS

Communications
Communications <=> Document Relationships (Attachments)
Communications <=> Matter Relationships
Communications <=> Participating Phone Number Relationships
Communications <=> Participating Contact 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

Custom Object Field Values
Contact Custom Field Values
Matter Custom Field Values

Matters

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

Documents

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

Calendar & Events

Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Custom Objects

Custom Object Definitions
Custom Objects
Custom Object Field Values
Custom Object <=> Matter Relationships

Ready to Start this Migration?

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