Please click for more information: Importing Data
Login to your CaseFox account, Click on Settings/Tools/Reports - Import Clients/Contacts for 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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