VineMigrator® – On Demand Access

VineMigrator® is the first self-serve data migration tool made just for Filevine users. It gives you a fast, secure, and reliable way to bring your data into Filevine—no tech team required.

Whether you’re importing client lists, case files, or custom records, VineMigrator® makes it simple to move or update large sets of data without the headaches of manual entry or messy partial imports.

VineMigrator® Highlights

• Secure by design: Built on AWS and protected by SSL encryption, VineMigrator® keeps your information safe every step of the way.
• Instant setup and usage: You can sign up and start moving your data into Filevine within the next hour!
• It's fast and reliable: Powered by Filevine's PAT authentication system, our product can process up to 50 records each second with no downtime, timeouts, or glitching.
• More affordable than you think: Usage costs start at $0.20 per row of data processed and automatically decrease down to as low as $0.05 per row with volume.
• Powerful capabilities: Our data importers hit every custom field, data type, section, collection, time & billing, and special section Filevine supports, as well as documents!
• Automated data import for advanced users: Our AutoImporter features allows you to setup automated data import to Filevine from any third-party data source!

What You’ll Need

To use VineMigrator®, your data should be in a spreadsheet format like Excel or CSV. You’ll handle the prep—collecting, organizing, and formatting your data—but you’re not on your own.

Support for VineMigrator®

• Help Center with step-by-step guides, videos, and tips for every importer tool we offer
• Live chat with our expert product team
• Bug requests and fix deployments within 24 hours
• Live open office hours support on Wednesdays at 2 p.m. EST

What You Get with Today's Purchase

This product listing and price of $150 purchases an hour of dedicated time with one of our product experts for an individualized project scoping, training, and enablement session that will last one (1) hour. Usage costs of the tool are in addition to this one-time purchase. designed for users who want to take control and run their own migration. The tool is easy to learn, even if you're not a tech expert - but this initial 1:1 training session is highly recommended for you to make the most of the product.

You do not need to make this purchase to begin using VineMigrator®! If you're an IT expert or otherwise highly capable with Excel/CSV and Filevine, you can create and account and use VineMigrator® on our completely self-service based platform.

Create VineMigrator Account

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
• DOCUMENTS: Import Documents in bulk to all Filevine Projects with no rate or size limits automatically