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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 Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Invoices
Time Entries (Unbilled)
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
Practice Areas
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
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 Contact Relationships
Calendar Entries <=> Related Matter Relationships

Ready to Start this Migration?

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