03.05 - Scoping Topics: What order does data migrate?

03.05 - Scoping Topics: What order does data migrate?

When Universal Migrator transfers data, it moves it in layers.  This allows the firm to start using the new system as quickly as possible.
  1. The very first things that migrate are contact and matter names.
    1. When the names are migrated, they initially do not have any additional information like notes, addresses, or custom fields.
  2. Later in the process, that information is layered in so the firm should not be concerned and should expect to see this information appearing during the migration.
  3. As soon as the contact and matter names transfer, they can start putting all new data (like time, documents, tasks, notes, etc.) in the new system.

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