How to Import Data into CaseFox
Objective
The main aim of this article is to help you in importing data into CaseFox.
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Overview
Clients/Contacts List
Go to Settings.
Select Import Clients/Contacts from Import/Export.
From the Dropdown, select where you want to import your list from.
Click Import.
Case List
Go to Settings
Select Import Case List from Import/Export.
Drag or Browse to Upload/Import.
Time/Expense Entries
Go to Settings.
Select Import Time Entries from Import/Export.
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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