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Welcome to VineMigrator®, a powerful and flexible data migration tool built for Filevine users. Whether you're migrating data from a legacy CMS or performing ongoing bulk imports, VineMigrator® helps you move data quickly, accurately, and cost-effectively without writing code.

Key Features and Benefits

Comprehensive Data Import — Migrate Contacts, Projects, and Project Data, including Static and Collection Section items

User-Friendly Interface — Zero-code environment for easy operation

Flexibility — Import data from any source that can be converted to a spreadsheet format

Cost-Effective — Metered billing based on successfully processed rows

Scalability — Suitable for one-time migrations and regular bulk imports

Common Use Cases

VineMigrator® is versatile and can be used in various scenarios:

Initial Data Migration

When moving from another case management system to Filevine, VineMigrator® helps transfer contacts, projects, and project data efficiently.

Ongoing Data Management

Use VineMigrator® for regular bulk updates, such as updating mass tort cases or importing data from insurance companies or medical providers.

Data Cleanup

Correct inconsistencies or errors in your Filevine data by using VineMigrator® to update specific fields across multiple projects.

Project Type and Field Transitions

When reorganizing your data structure, use VineMigrator® to create new projects in different project types and transfer relevant data.

Custom Field Updates

Easily update custom fields for contacts or projects in bulk, saving time on manual data entry.

Getting Started: Requirements

To begin your journey with VineMigrator®, ensure you have:

An active Filevine Org — Your Filevine account must be up and running

At least one (1) Project Type Template — Ensure you have set up the necessary project type structure in Filevine

Basic spreadsheet knowledge — Familiarity with CSV or Excel formats is helpful (but not required)

Welcome to VineMigrator®!