Migration Manager import

Switch from Migration Manager to Matter

Connect the Google Drive or OneDrive folder that holds your Migration Manager documents. Matter scans the files and prepares your practice records for review and import, including current cases.

Self-service import

Move your practice in four steps

Connect your existing folder

Choose the Google Drive or OneDrive folder that contains your Migration Manager documents. You do not need to prepare a new spreadsheet for every record.

Let Matter scan the files

Matter scans the connected folder and uses the information it finds to prepare suggested practice records.

Review the suggestions

Check each suggested record before you import it. You decide what Matter creates.

Bring current work across

Import active cases so you can continue the work in Matter. Keep links to historical cases when you need to refer to the old record.

Direct answer

How does the Matter import work?

Matter includes a self-service Migration Manager import. Connect the Google Drive or OneDrive folder that holds your Migration Manager documents. Matter scans the folder and prepares contacts, organisations, and cases for review. You choose what to import. You can bring across active cases and keep links to historical cases.

Designed for

Australian migration practices that want to move from Migration Manager without turning the change into a large migration project.

Available now

This is a production Matter integration. Migration practices are already using it to switch from Migration Manager.

Migration support

Self-service for most practices. White-glove help for larger moves.

Most Australian migration practices can use the built-in import themselves. Larger organisations can use the custom migration service included with Matter Immigration Enterprise.

Choose the right path

  • A solo registered migration agent can use the built-in import without assembling a migration team.
  • Matter suggests records for review instead of asking you to recreate each one by hand.
  • Active cases can move into Matter while links to historical cases remain available.
  • Matter Immigration Enterprise includes white-glove migration support for larger or more complex moves.

FAQ

Migration Manager import questions

These answers cover the built-in import and the support available for more complex migrations.

Is the Migration Manager import available now?

Yes. The self-service import is available in production and is already used by migration practices switching to Matter.

How does the self-service Migration Manager import work?

Connect the Google Drive or OneDrive folder that contains your Migration Manager documents. Matter scans the folder and prepares practice records for review. You approve what you want to create in Matter.

What can Matter suggest for import?

Matter can suggest contacts, organisations, and cases from the connected Migration Manager document folder. You review the suggestions before you import them.

Can I import active Migration Manager cases?

Yes. You can import cases that are still in progress and continue the work in Matter.

What happens to old Migration Manager cases?

Matter can keep links to historical cases. This lets your practice refer to an old case without recreating every closed matter as current work.

Do I need a separate Migration Manager export project?

Start with the existing Google Drive or OneDrive folder that contains your Migration Manager documents. Matter scans that folder and prepares record suggestions for you to review. You do not need to build a separate import spreadsheet for every contact and case.

Do I need a consultant or migration team?

Most Australian migration practices are small, and the built-in import is designed for self-service. Matter Immigration Enterprise includes a white-glove migration service for larger organisations or more complex moves.

What changes after I move to Matter?

Matter gives staff a modern browser platform that works on desktop, tablet, and mobile. It brings cases, contacts, organisations, documents, email, notes, tasks, forms, billing, client accounting, and trust accounting into one system. Clients receive a polished portal branded to your practice.

Bring your Migration Manager work into Matter.

Start with the built-in self-service import. Matter Immigration Enterprise includes white-glove migration support for larger moves.