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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users
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 Values
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Matter Trust Account Balances
Invoices
Invoices - Payments
Invoices - Payments - Allocations
Invoices <=> Matter Relationships
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

Contact Custom Field Values
Matter Custom Field Values

Matters

Matters
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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