M-Files is a dynamic system that is extraordinarily customizable. By default, Universal Migrator will extract data as Custom Objects and properties as Custom Fields, however, certain names/properties are extracted in special names.
Special Mapping Rules
Value Lists
If a Value List is named Practice Area, it is mapped as a Practice Area instead of a custom object.
Object Definitions
If an Object Definition is named Client, it is mapped as a Contact instead of a custom object.
If an Object Definition is named Matter or Case, it is mapped as a Matter instead of a custom object.
If an Object Definition is named Contact, it is mapped as a Contact instead of a custom object.
If an Object Definition is named Company, it is mapped as a Contact instead of a custom object.
Custom Fields
If a Contact has custom fields named any of the following, they are mapped as email addresses:
- Email, Email 1, Email 2, Email Address, Email Address 2, Secondary Email Address, Email Address (Secondary)
If a Contact has custom fields named any of the following, they are mapped as phone/fax numbers:
- Phone Number, Cell Phone, Facsimile, Fax
If a Contact has custom fields named any of the following, they are mapped as a postal address:
- Address Line 1, Address Line 2, City, State, Province, Zip, Postal Code
If a Matter has custom fields named any of the following, they are mapped as properties directly on the matter:
- Practice Area, Client, Client Contact, Case #, Date Opened, Open Date, Opened Date, Date Closed, Close Date, Closed Date, Description
Aligning Mappings
In the event that your M-Files deployment has field names that do not match the above (for example, you have a "Zip Code" field instead of a "Zip" field), simply rename the field in M-Files and Universal Migrator will detect the new schema and extract it as appropriate.
Unaligned Mappings
Any Object Definitions that are not aligned will extract as Custom Objects.
Any Custom Fields that are not aligned will extract as Custom Fields.
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