Import into CaseFox Client List Case List and Time Entries From Other Software

Import into CaseFox Client List Case List and Time Entries From Other Software

Please click for more information: Importing Data 

Client List

Login to your CaseFox account, Click onSettings/Tools/Reports - Import Clients/Contactsfor importing your client list into CaseFox.

Case List

Login to your CaseFox account, Click on Settings/Tools/Reports - Import Case List for instructions, sample file and importing your client list into CaseFox.

Time/Expense Entries

Login to your CaseFox account, Click on Settings/Tools/Reports - Import Time Entries for instructions, sample file and importing your client list into CaseFox.


Time Entries from TSheets software


Please export time entries from TSheets software, open the CSV file in Excel and do a SaveAs to XLSX. Upload the XLSX file to CaseFox on Import Time Entries screen.

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