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

 

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)

 

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

 

LawCloud

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

  • Matters

  • Activities

 

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

 

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

 

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.

 

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