How to import a case list for another system? - CaseFox

How to import a case list for another system?

Login -> Settings -> Import/Export -> Import case list 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to import/export. 4. Click on export all data and documents, you will be promoted to a new window. 5. You will provided with various options, move forward with the ones needed and export all data and documents accordingly.

    • Related Articles

    • How to import time entries?

      1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Import/Export". 4. Under Import/Export, click on the "Time Entries" option. 5. Upload the Excel file according to the template to ...

    • How to move a time entry to another case under the cases tab?

      1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to move a time entry to another case. 4. Navigate to the "Time/Expense" tab, then go to the "TIME" section. 5. From the list, select the ...

    • How to copy a case contact to another case?

      1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select a desired case in which you want to copy contact to another case. 4. Go to the "Contact" tab. 5. On the right side of the desired case contact you will find an icon ...

    • How to import contacts?

      Login -> Dashboard -> Settings -> Import/Export -> Clients/Contacts -> 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to import/export. 4. Click on ...

    • How to move an expense entry to another case?

      You can only move unbilled expense entries. To move expense entries with CaseFox in a few easy steps; to move entries follow the below steps: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case from which you ...