How to Import Data into CaseFox

Modified on Mon, 19 Sep 2022 at 12:49 AM


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


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Questions can be directed to 




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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