Bill4time qbo11/10/2023 Timekeeping Entries: Same type of tabular data, one row for one time or expense entry. You may download a sample file for importing a case list. Login to CaseFox, then visit Settings/Tools/Reports - Import Case List option for further instructions, sample file, and importing client list. Minimum requirements: at least one column must include the client name (and that client name should appear in Client List above. Different types of case information should be listed in different columns. Login to CaseFox, then visit Settings/Tools/Reports - Import Clients/Contacts option.Ĭase List: Same as the client list. In addition, CaseFox can also import your client list from your QuickBooks Online account as well as from your Google Contacts. You can import IIF formatted client lists into CaseFox too. Columns must line up (meaning, if column 2 is for the last name, last names of all clients should be in column 2). For example, a column for First Name, a column for Last Name. Each line in the sheet must include data about one client, one type of data in each column. Open the exported file in Excel and SaveAs into XLSX format. There you will find instructions and features to import client lists, case lists, and time entries.Ĭlient List: You may export (from your existing system) your client list into an Excel sheet (or as a CSV file). You may also log in to CaseFox, then click on Settings/Tools/Report. Please click on the download links for the sample case list and sample time entries below to view the format that is needed for automated data import. You should contact your current product vendor to seek help exporting the data in the following format. Importing data from other systems: (such as Clio, M圜ase, TimeSlips, Bill4Time, TimeMatters, TSheets, Rocket Matter - all trade names of respective owners) into CaseFox® CaseFox can import some of the data automatically when data exported from Clio and M圜ase is uploaded to CaseFoxĬlient list, case list, and timekeeping entries from other systems may be imported into your CaseFox account.
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