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 support on both plans to guide you along the way.

This listing is for On Demand self-usage of the product. If you’re regularly importing mass data, we charge by the month for unlimited use of the tool. If you’re looking for a Managed Service data migration job where we do the work for you, check out this listing instead.

Filevine Data Import Capabilities

• Import/Create Contacts including companies, persons, custom Contact Type labels, email, phone, addresses, notes
• Update existing Contacts in bulk by suppling the Filevine Contact ID (to mass update addresses, for example; or to mass de-duplicate contacts)
• Import/Create Projects including Project Name, Incident Date, Description, and Project Phase
• Update existing Projects by supplying the Filevine Project ID to mass update Project Name or Project Phase
• Import/Create Project Data including all Static Sections and Collection Sections; all custom data fields are supported including Person Fields and Multi-Person List fields
• Import/Create Calendar Appointments including Title, All Day, Start & End Date/Time; supports matching for local time zone

Coming Soon…

• Import/Create or Update Users
• Import/Create Activity Feed including Notes, Tasks, SMS, and Email
• Import/Create or Update Time & Billing Entries and Expenses

How to Purchase

Your payment today represents a deposit but should closely relate to your final expected cost to use VineMigrator. Costs are based on number of products or number of rows being processed.

• On Demand Usage: If you plan to use VineMigrator™ regularly for data import needs, choose the On Demand usage payment tier. Your cost represents your estimated monthly cost to use VineMigrator™. Today you will pay your 1st month only.