top of page

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users
User Categories

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Custom Field Values
Contact Notes

Billing / AR

Invoices
Time Entry Categories
Time Entries (Billed)
Time Entries (Unbilled)
Expense Entry Categories
Expense Entries (Billed)
Expense Entries (Unbilled)
Flat Fee Categories
Flat Fees (Billed)
Flat Fees (Unbilled)

Need More?

More Available on Request

Custom Fields

Contact Custom Field Values
Matter Custom Field Values

Matters

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

Documents

Ready to Start this Migration?

bottom of page