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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 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

Invoices
Invoices <=> Matter Relationships
Time Entry Categories
Time Entries (Billed)
Time Entries (Unbilled)
Rate Classes
Rate Classes <=> Matter Relationships
Rate Classes <=> Participating User Relationships

Document Register

Safe Custody Documents

Need More?

More Available on Request

Custom Fields

Contact Custom Field Definitions
Contact Custom Field Values
Matter Custom Field Definitions
Matter Custom Field Values

Matters

Matters
Practice Areas
Matter Stages
Matter Custom Field Definitions
Matter Custom Field Values
Matter Notes
Matters <=> Participating User Relationships

General Ledger

Bank Accounts
Chart of Accounts

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating User Relationships
Calendar Entries <=> Related Matter Relationships

Ready to Start this Migration?

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