VineMigrator™ – On Demand Access

VineMigrator™ is the first client-facing data migrations tool designed exclusively for Filevine users. It’s simple, safe, and secure to bulk import data to your Filevine environment. Protected via SSL and best in class security built on AWS, this web-based tool enables you to bulk import or update data on a mass scale. Say goodbye to half-complete data migrations and manual data entry!

VineMigrator™ requires your data to be in Excel, CSV, or spreadsheet-based format. You will be responsible for collecting, organizing, formatting, and preparing your data for import, but don’t worry – we offer articles, videos, and live chat support within the application guide you along the way.

THIS MARKETPLACE LISTING IS FOR THE ON DEMAND PRODUCT PLAN. That means you are planning to use the tool yourself. The application is user-friendly and easy to learn. If you’re looking for a Managed Service data migration job where we do the work for you, you may be interest in Express Migrations or Custom Scripted Migrations.

Filevine Data Import Capabilities

• CONTACTS: Import/Create/Update/Delete including companies, persons, custom Contact Type labels, email, phone, addresses, DOB, SSN, notes
• PROJECTS: Import/Create/Update/Mass Archive including Project Name, Incident Date, Description, and Project Phase, and hashtags
• STATIC/COLLECTION ITEMS: Import/Create/Update/Delete including any static or collection section in your template and all custom data fields. Supports special Filevine fields including Person Link, Due Date with Reminders, and Case Number
• CALENDAR: Import/Create/Delete including Title, All Day, Start & End Date/Time; supports matching for local time zone
• TIME & BILLING: Import/Create/Update/Delete Including time entries, expense entries, and payments
• USERS: Import/Create/Delete to your Filevine Org en masse
• ACTIVITY FEED: Import/Create/Delete Activity Feed items, including Notes and Tasks forwarded dates and assigned to any user

How to Purchase

Your payment today represents a deposit to access your first month with usage up to 1,000 rows of processed data. “Processed data” means any one row in any one job being run on VineMigrator. Usage beyond 1,000 rows will be automatically billed to your account at $0.10/per row.

• On Demand Usage: This pricing tier you are purchasing today is for the On Demand plan. You will be using the tool as a self-service platform.
• Marketplace Access Pricing: This Marketplace order is a $100 fee for VineMigrator access, enablement, and staging. All new VineMigrator accounts come with a 60-minute consultation for configuration and initial data runs.
• On Purchase: You’ll be invited to create your VineMigrator account. This is a secure process. Once you set a password, you will have instant access. Your billing plan will already be configured. The first step is to retrieve you Filevine API keys to insert into the Settings page on VineMigrator. Once your keys are configured, you can use the tooling!
• Support and Group Training:  We offer standing group training sessions each week for you to join, as well as a dedicated Support Center and chat support!