Get your source data
Request or download the available export from your current provider. Include file inventories and workflow questions where relevant.
Export your data from your current system and send it to us. We’ll review the files, confirm the scope, and handle the supported migration.
| Source | CaseCore destination | Review |
|---|---|---|
| Existing case number | Case number | Preserve |
| Client record | Client | Map |
| File inventory | Evidence transfer plan | Confirm files |
| Unmatched source field | Not assigned | Needs review |
The details should be clear before your agency changes systems.
Request or download the available export from your current provider. Include file inventories and workflow questions where relevant.
Confirm supported records, mappings, old case numbers, possible duplicates and exceptions. Decide how actual files will be transferred.
Larger moves can be scoped and staged. Review the imported records, skipped items and file-transfer status before relying on the result.
Migration depends on the export available to your agency.
Understand which records can move, how files are handled and what needs review.
You need to obtain and provide your available export. We can then review it and plan the supported move.
Switch Center supports preserving old case numbers in supported mappings. Review your export and any numbering conflicts before import.
No. An inventory is a list, not proof of transfer. Actual files and their transfer status need separate review.
That depends on the available export, file access and supported mapping. Confirm exceptions and the agreed scope before migration.
Begin with your current system, an export sample and the records you need to keep.