Does infoRouter convert documents to a proprietary format during migration?

No. Documents remain in their native format (Word, Excel, PDF, CAD, images) without any conversion. There is no proprietary format or vendor lock-in.

Can we preserve document metadata during the migration?

Yes. When an XML file accompanies a document, the Import Utility reads it and automatically populates infoRouter's custom property fields with the extracted metadata.

Is the Import Utility only for the initial migration?

No. The Import Utility is repeatable and can be used at any time for ongoing bulk imports from external systems, not just initial setup.

Will our existing folder structure be preserved?

Yes. The Import Utility brings entire folder trees into infoRouter in a single operation, preserving the original directory structure.

What if we need more control over how metadata is mapped during import?

For migrations requiring programmatic control over metadata mapping or conditional routing, the infoRouter API provides full flexibility beyond what the Import Utility offers.

Document Migration Software | infoRouter

Document migration software determines whether your transition to a document management system is a clean start or a months-long headache. infoRouter's Import Utility brings documents, folder structures, and metadata into the system in bulk without converting file formats or losing the organization you already have.

Key Takeaways

infoRouter document migration software imports entire folder trees in a single operation, preserving original directory structures and file formats.
XML metadata pairing allows document migration software to populate custom property fields automatically during bulk import.
Documents remain in their native format during migration with no proprietary conversion or vendor lock-in.
The Import Utility is repeatable and can be used for ongoing bulk imports from external systems, not just initial setup.

Situation

Organizations moving to a document management system typically have thousands or tens of thousands of documents spread across network file shares, local drives, and legacy systems. These documents already have an organizational structure, including project folders, department folders, and naming conventions. Many also carry metadata that must be preserved for search and compliance purposes.

Complication

Most migrations fail on two points: they lose metadata, or they take so long that the project stalls. When documents are imported without their associated properties like client name, project code, and approval status, users cannot find what they need in the new system. When migration requires manual file-by-file handling, the project budget runs out before the migration is complete.

Solution

infoRouter's Import Utility addresses both problems:

Bulk import brings entire folder trees into infoRouter in a single operation, preserving the original directory structure and file formats
No file conversion. Documents remain in their native format (Word, Excel, PDF, CAD, images) without alteration
XML metadata pairing. When an XML file accompanies a document, the Import Utility reads it and automatically populates infoRouter's custom property fields with the extracted metadata
Repeatable process. The Import Utility is not limited to initial setup. It can be run at any time for ongoing bulk imports from external systems
API option. For migrations requiring programmatic control over metadata mapping or conditional routing, the infoRouter API provides full flexibility

Result

Organizations using the Import Utility report faster, more complete migrations:

Migration time reduced from weeks to hours. Bulk import handles entire folder trees in a single operation, compared to the weeks of manual file-by-file handling that stalls most migration projects.
100% metadata preservation from day one. Custom properties, folder structures, and file formats transfer intact. Users search by project name, client, or document type immediately after migration — no re-tagging required.
Near-zero learning curve. The folder structure users already understand is preserved, so the new system feels familiar from the first login.
Repeatable for ongoing imports. The Import Utility is not limited to initial migration. Organizations run it continuously for bulk imports from file shares, legacy systems, or external partners.

Frequently Asked Questions

Does infoRouter convert documents to a proprietary format during migration?: No. Documents remain in their native format (Word, Excel, PDF, CAD, images) without any conversion. There is no proprietary format or vendor lock-in.
Can we preserve document metadata during the migration?: Yes. When an XML file accompanies a document, the Import Utility reads it and automatically populates infoRouter's custom property fields with the extracted metadata.
Is the Import Utility only for the initial migration?: No. The Import Utility is repeatable and can be used at any time for ongoing bulk imports from external systems, not just initial setup.
Will our existing folder structure be preserved?: Yes. The Import Utility brings entire folder trees into infoRouter in a single operation, preserving the original directory structure.
What if we need more control over how metadata is mapped during import?: For migrations requiring programmatic control over metadata mapping or conditional routing, the infoRouter API provides full flexibility beyond what the Import Utility offers.

See How infoRouter Can Work for You

If you are planning a migration from file shares or a legacy system, infoRouter's Import Utility can move your documents and their metadata in bulk, not one file at a time.

Schedule a Demo