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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 Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Invoices | |
Invoices <=> Matter Relationships | |
Activity Codes | |
Time Entry Categories | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Time Entries <=> Activity Codes | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Expense Entries <=> Activity Codes |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to Contact Relationships | |
Task Entries <=> Assigned to User Relationships |
Custom Fields
Matter Custom Field Definitions | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Custom Field Definitions | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Ready to Start this Migration?
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