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What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users
Text Snippets

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact Addresses: Social Media Accounts
Contact <=> Contact Relationships
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Matter Trust Account Balances
Invoices
Invoices <=> Matter Relationships
Time Entry Categories
Time Entries (Unbilled)
Expense Entry Categories
Expense Entries (Unbilled)
Flat Fees (Unbilled)

Need More?

More Available on Request

Custom Fields

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 Contact Relationships
Matters <=> Participating User Relationships

General Ledger

Bank Accounts

Ready to Start this Migration?

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