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What data migrates?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
User Custom Field Definitions | |
User Custom Field Picklists | |
User Custom Field Values | |
User Categories | |
User Categories <=> Participating User Relationships | |
Text Snippets | |
Text Snippets <=> User Assignments |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact <=> User Relationships | |
Contact Custom Field Values | |
Contact Categories | |
Contact Categories <=> Participating Contact Relationships |
Billing / AR
Matter Trust Account Balances | |
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Matter Relationships | |
Activity Codes | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entry Categories | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Rate Classes | |
Rate Classes <=> Matter Relationships | |
Rate Classes <=> Participating User Relationships |
Calendar & Events
Calendar Entries | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Custom Fields
User Custom Field Definitions | |
User Custom Field Picklists | |
User Custom Field Values | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matter Trust Account Balances | |
Matters <=> Participating User Relationships |
General Ledger
Bank Accounts | |
Chart of Accounts |
Need More?
More Available on Request |
Ready to Start this Migration?
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