Import Your Client List into CaseFox

Import Your Client List into CaseFox

CaseFox Timekeeping and Billing Software supports importing clients via a CSV file. You may export your client list from another system and follow the instructions at http://www.casefox.com/web/importclients.html  for importing the client list into your CaseFox account.

In addition, CaseFox can also import your contacts from Google.
 

Importing from Google Contacts



 

1. Login to your CaseFox account. Go to "Settings/Tools/Reports" -> "Google Settings". 

2. Use the button to link to your Google Contacts and Calendar. Screen will redirect to Google for permissions. Grant permission to CaseFox.

3. On the left side menu bar, click on "Import Clients."

4. A pop-up will list your Google Contacts (only the ones that have street address information). Select one more more contacts and click on the button on the pop-up to create import contacts and create clients in CaseFox. 

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