Migrate from Zola Suite
Universal Migrator makes leaving Zola Suite easy.
What migrates from Zola Suite?
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 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
Invoices | |
Invoices <=> Matter Relationships | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Email / Chat / SMS
Communications | |
Communications <=> Document Relationships (Attachments) | |
Communications <=> Matter Relationships | |
Communications <=> Participating Email Address Relationships |
Tasks & To-Dos
Task Entries | |
Task Entries <=> Assigned to User Relationships | |
Task Entries <=> Related Matter Relationships |
Need More?
More Available on Request |
Custom Fields
Custom Object Field Definitions | |
Custom Object Field Picklists | |
Custom Object Field Values | |
Contact Custom Field Definitions | |
Contact Custom Field Picklists | |
Contact Custom Field Values | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values |
Matters
Matters | |
Practice Areas | |
Matter Custom Field Groups | |
Matter Custom Field Definitions | |
Matter Custom Field Picklists | |
Matter Custom Field Values | |
Matter Notes | |
Matters <=> Participating Contact Relationships | |
Matters <=> Participating User Relationships |
Documents
Folders | |
Documents | |
Document Versions: Current Version | |
Document Versions: Previous Versions | |
Document Version Comments |
Calendar & Events
Calendar Entry Categories | |
Calendar Entry Categories <=> Related Calendar Entries | |
Calendar Entries | |
Calendar Entries <=> Participating Email Addresses | |
Calendar Entries <=> Participating User Relationships | |
Calendar Entries <=> Related Matter Relationships |
Custom Objects
Custom Object Definitions | |
Custom Objects | |
Custom Object Field Definitions | |
Custom Object Field Picklists | |
Custom Object Field Values | |
Custom Object <=> Contact Relationships | |
Custom Object <=> Matter Relationships |
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What a Migration Specialist Should Know
about
Zola Suite
Zola Suite is a:
This means that firm members can typically access Zola Suite from anywhere with an internet connection. When they need to use Zola Suite, they enter Zola Suite credentials into a Zola Suite website and are able to access all their data from there.
Browser-Based Application
Universal Migrator extracts data from Zola Suite via:
Non-API Connections
Other Notes:
In Zola Suite's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Zola Suite.
Document Name Humanization
The following credentials are required:
The Migration Specialist will need an Administrator username and password into Zola Suite in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.
Admin Zola Suite Credentials (Dedicated)
The computer used to migrate from Zola Suite:
Because data is extracted from Zola Suite via the internet, the migration can be run from any suitable location.
Can be located Anywhere
In order to migrate from Zola Suite:
A member of the firm will need to complete a small spreadsheet mapping users from Zola Suite to users in the new system.
The Firm Administrator must complete a User Mapping spreadsheet.
Backing up documents from Zola Suite includes:
Documents saved under Matters
Copies of Invoices / Statements
Email Attachments
Backing up communications from Zola Suite includes:
Email Messages
Phone Calls
The following people are required for a migration from Zola Suite:
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 Zola Suite, the Migration Specialist needs:
A Universal Migrator Subscription
Migration tools for Zola Suite are available to:
IT Professionals with an active Diamond Migration Specialist subscription
IT Professionals with an active Gold 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.
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.
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.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
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



