Objective

The main aim of this article is to help you in importing data into CaseFox.

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Overview

Clients/Contacts List

1. Go to Settings.

2. Select Import Clients/Contacts from Import/Export.

3. From the Dropdown, select where you want to import your list from.

4. Click Import.

Case List 

1. Go to Settings

2. Select Import Case List from Import/Export.

3. Drag or Browse to Upload/Import.

Time/Expense Entries

1. Go to Settings.

2. Select Import Time Entries from Import/Export.

3. Drag or Browse to Upload/Import.

Note: If your list is in CSV or XLS format, please open it in Excel and Save As into XLSX.

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