Import and Export your data hassle-free in one-click.
CaseFox provides you with an import & export tool that helps you import client list, google contacts and export your entire data.
You can import the following data easily:
• CaseFox helps you import contacts and clients from google contacts, Quickbooks online or excel file. Quickbooks IIF format is also supported.
• You can import your case list from another system through the XLSX file. Imported cases can easily be edited and can also be moved to a different case in case any detail is entered wrong.
• You can also import time-expense entries from any other system through the XLSX file. Imported time-expense entries can easily be edited and can also be moved to a different case if entered wrong.
You can Export the following data in a click:
• Export Invoices and client lists to QuickBooks. You can easily export invoices of particular months in IIF format or connect to Quickbooks online account and export invoices to the same.
• One-click export of all your data. Export time-expense entries, trust & operating account entries, case list, client list, phone message log, tasks, calendar entries and invoicing data in an Excel Workbook.
• You can export data individually in a PDF file or Excel workbook as well. Export CSV for importing time entries into JURISTM, unbilled time entries, account transactions, etc.