Introduction to VineMigrator
Welcome to VineMigrator, the premier data migration tool designed exclusively for the Filevine community. Whether you're a new Filevine user looking to import your existing data or a seasoned user needing to perform regular bulk imports, VineMigrator is your go-to solution for fast, efficient, and cost-effective data migration.
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 structure in Filevine.
Filevine API Credentials: You'll need your Filevine Login URL, API Key, and Key Secret.
Choosing Your Billing Plan
VineMigrator offers flexible billing options to suit your needs:
On-Demand Plan
Self-service option
Pay $0.10 per successfully processed row/document
Ideal for users comfortable with managing their own migrations
Managed Service Plan
Full-service option where our team handles the migration for you
Perfect for complex migrations or when you prefer expert assistance
Includes expert Filevine and legal tech consulting and support
To select your plan:
Log in to VineMigrator
Navigate to the Profile & Billing page
Choose either the On Demand or Managed Service plan
Billing Details:
Automatic billing every 30 days via Stripe
View invoices, payments, and manage your subscription through our Stripe Customer Payment Portal
Setting Up Filevine API Credentials
To retrieve your Filevine API Credentials:
Access the API Key Manager tool in Filevine's Advanced Access section.
If you don't have access, contact Filevine Support via chat in the Support Center to request enablement.
Once enabled, generate your API Key and Key Secret.
For a detailed walkthrough with images, refer to this Filevine Support Article.
Support and Resources
We're here to ensure your success with VineMigrator!
Check Our Knowledge Base: Many common questions are answered in our extensive documentation.
Contact Support: For personalized assistance, reach out to our dedicated support team at support@vinetegrate.com.
Ready to revolutionize your Filevine data migration? Let's get started with VineMigrator today!