top of page

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 Custom Field Groups
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Documents

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

Custom Fields

Custom Object Field Definitions
Custom Object Field Picklists
Custom Object Field Values
Contact Custom Field Groups
Contact Custom Field Definitions
Contact Custom Field Picklists
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 Stages
Matter Custom Field Groups
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Email / Chat / SMS

Tasks & To-Dos

Task Entry Categories
Task Entry Category <=> Task Entry Links
Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Matter Relationships

Need More?

More Available on Request

Ready to Start this Migration?

bottom of page