Migrate from Harvest
Universal Migrator makes leaving Harvest easy.
What migrates from Harvest?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
User Categories | |
User Categories <=> Participating User Relationships |
Matter Data
Matters | |
Matters <=> Participating User Relationships |
Other Data
More Available on Request |
Contact Data
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact <=> Contact Relationships |
Billing Data
Invoices | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
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What a Migration Specialist Should Know
about
Harvest
Harvest is a:
Browser-Based Application
This means that firm members can typically access Harvest from anywhere with an internet connection. When they need to use Harvest, they enter Harvest credentials into a Harvest website and are able to access all their data from there.
Universal Migrator extracts data from Harvest via:
API Connections
The following credentials are required:
Admin Harvest Credentials
The Migration Specialist will need an Administrator username and password into Harvest in order to extract your data.
The computer used to migrate from Harvest:
Can be located Anywhere
Because data is extracted from Harvest via the internet, the migration can be run from any suitable location.
The following people are required for a migration from Harvest:
Migration Specialist
The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.
Firm Administrator
The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.
In order to migrate from Harvest:
The Firm Administrator must complete a User Mapping spreadsheet.
A member of the firm will need to complete a small spreadsheet mapping users from Harvest to users in the new system.
To migrate from Harvest, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Harvest are available to:
Universal Migrator's Internal Migration Team
IT Professionals with an active Gold Migration Specialist certification
IT Professionals with an active Silver Migration Specialist certification
IT Professionals with an active Bronze Migration Specialist certification
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
Migrate like MedTech.
Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.
Zero Downtime.
Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.
No Mistakes - No Human Error - Ever.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
Zero Headaches.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.
1000+ Attorneys
300,000 Documents
100+ Staff
100+ Staff
4 Staff
8 Staff
800,000+ Documents
7 Locations
14 Locations
2 Locations
4 Locations
10,000,000+ Documents