What Data Can I Migrate From Rocket Matter To Matters.Cloud?

What Data Can I Migrate From Rocket Matter To Matters.Cloud?

Overview

Matters.Cloud provides a simple to use facility to import data when migrating from third party applications.
Before attempting to migrate data into Matters.Cloud you should ensure that it is consistently formatted and backed up.

Answer

Typically, the following data can be exported from Rocket Matter and imported into Matters.Cloud:

  • Clients
  • Contacts
  • Organizations
  • Matters
  • Matter types
  • Relationship types
  • Opportunities
  • Time entries
  • Expenses
  • Invoices
  • Invoice payments
  • Trust transactions

    • Related Articles

    • What Data Can I Migrate From ESILaw To Matters.Cloud?

      Overview Matters.Cloud provides a simple to use facility to import data when migrating from third party applications. Before attempting to migrate data into Matters.Cloud you should ensure that it is consistently formatted and backed up. Answer ...
    • What Data Can I Migrate From SOS To Matters.Cloud?

      Introduction When transitioning from SOS to Matters.Cloud, it's essential to understand which types of data can be migrated to ensure a smooth and successful transfer. This knowledge base article outlines the various data categories that can be moved ...
    • What Data Can I Migrate From ActionStep To Matters.Cloud?

      Introduction When transitioning from ActionStep to Matters.Cloud, it's essential to understand which types of data can be migrated to ensure a smooth and successful transfer. This knowledge base article outlines the various data categories that can ...
    • What Data Can I Migrate From Leap To Matters.Cloud?

      Introduction When transitioning from LEAP to Matters.Cloud, it's essential to understand which types of data can be migrated to ensure a smooth and successful transfer. This knowledge base article outlines the various data categories that can be ...
    • What Data Can I Migrate From Clio To Matters.Cloud?

      Introduction When transitioning from Clio to Matters.Cloud, it's essential to understand which types of data can be migrated to ensure a smooth and successful transfer. This knowledge base article outlines the various data categories that can be ...