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Migrate from Unity Accounting

Universal Migrator makes leaving Unity Accounting easy.

What migrates from Unity Accounting?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

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

Billing / AR

Rate Classes
Rate Classes <=> Participating User Relationships

Custom Fields

Contact Custom Field Definitions
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
Matter Notes
Matters <=> Participating User Relationships

Need More?

More Available on Request

Where can I migrate Unity Accounting to?

Unity Accounting
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What a Migration Specialist Should Know

about 

Unity Accounting

Unity Accounting is a:


This means Unity Accounting typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Unity Accounting on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Unity Accounting. In this scenario, some people may say that Unity Accounting runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Desktop-Based Application


This means Unity Accounting typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by Unity Accounting.

Hybrid Application

Universal Migrator extracts data from Unity Accounting via:

Database Connections

Unity Accounting uses the following database backend:

Microsoft SQL Server

The following credentials are required:


The Migration Specialist will need the Administrator username and password into the Unity Accounting database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

Admin Credentials into the Unity Accounting Database Server

The computer used to migrate from Unity Accounting:


Because data is extracted from Unity Accounting via the internet, the migration can be run from any suitable location.

Can be located Anywhere


Because data is extracted from the Unity Accounting database, the migration can be run from anywhere with access to a backup of the database.

Can be located Anywhere

In order to migrate from Unity Accounting:


A member of the firm will need to complete a small spreadsheet mapping users from Unity Accounting to users in the new system.

The Firm Administrator must complete a User Mapping spreadsheet.

The following people are required for a migration from Unity Accounting:


The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Migration Specialist


The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

Firm Administrator

To migrate from Unity Accounting, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Unity Accounting are available to:

IT Professionals with an active Diamond Migration Specialist subscription

IT Professionals with an active Gold Migration Specialist subscription

IT Professionals with an active Silver Migration Specialist subscription

IT Professionals with an active Bronze Migration Specialist subscription

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

Migrate like MedTech.

Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.

Zero Downtime.

Universal Migrator facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.

No Mistakes - No Human Error - Ever.

Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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