Migrating Data From Your Current Software [G-M]

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This article explains what data can be migrated from your current practice management software and how to export the data from that software. Software applications starting with the letters H, I, J, L, and M are listed below.

Tip: See one of the articles below if your current practice management software does not start with the letters H, I, J, L, or M .

 

Harvest

What can I migrate?How do I migrate my data?
  • Contacts (contacts, people and clients)
  • Matters (projects)
  • Unbilled time and expense entries

 

Highrise

What can I migrate? How do I migrate my data?
  • Contacts

 

Hoowla

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters

 

HoudiniEsq

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

 

Infusion (Keap, InfusionSoft)

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters (derived from contacts)

 

Insight

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time

 

Insightly

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Tasks
  • Notes

 

INSZoom

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

 

Interbill

At this time there is no option to export usable format from Interbill for migration data. The Export/Import option has been known to completely remove data from the database, rather than make a copy. We recommend not using this option without assistance from Interbill support.

 

Juris

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time and expense entries
  • Accounts receivable balances

 

Kaskaid

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

 

LawCloud (LawWare UK)

What can I migrate?How do I migrate my data?
  • Contacts

  • Matters

  • Unbilled time and expense activities

 

LawFusion

What can I migrate? How do I migrate my data?
  • Contact LawFusion for more information.

 

LawLogix

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Notes
  • Accounts receivable balances

 

LeanLaw

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time and expense entries
  • Accounts receivable balances

 

LEAP

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Related contacts
  • Compliance and conveyance data custom fields

 

LegalMaster

What

  • Contacts
  • Matters

 

Legal Files

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters
  • Related contacts
  • Notes

 

LollyLaw

What can I migrate?How do I migrate my data?
  • Contacts

 

Mattero

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

Note: Clio may be able to export tasks, unbilled time entries, and unbilled expenses depending on the data export.

 

MerusCase

What can I migrate?How do I migrate my data?
  • Contacts
  • Matters

 

MyCase

What can I migrate?How do I migrate my data?
  • Contacts, including custom fields (custom fields will be imported as text-line custom fields)
  • Matters, including notes and custom fields (custom fields will be imported as text-line custom fields). Matters will be linked to the client using the "Billing Contact" field
  • Messages (imported as phone communications)
  • Calendar
  • Individual tasks
  • Unbilled time and expense entries
  • Outstanding balances

Note: We cannot import emails because they cannot be exported properly from My Case.

 

My Invoice Estimates Deluxe 10.0

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Customer list (for address information)

 

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