Data Migration

The Data Migration section is your central resource for moving data into Firm360. It’s designed to guide both internal teams and new firms through the full migration process, from exporting data out of legacy systems to importing it into Firm360. Here, you’ll find step by step instructions, best practices, and key considerations to help ensure a smooth transition. Whether you’re preparing data, troubleshooting issues, or validating imports, this section provides the guidance needed for a successful onboarding experience.