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

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