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Migrating from CaseFox

Prepare to export your CaseFox data for a seamless import into MyCase. Learn the essential file formatting rules to ensure a successful data migration.

Overview

To ensure a smooth migration into MyCase, your files must be exported in .csv or .xlsx format, have headers only in the top row, and contain no duplicate entries. If you need help meeting these requirements, contact Case Fox Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.

What can migrate

  • Contacts

  • Cases

  • Custom Fields

  • Notes (Case/Contacts)

  • Unbilled Time Entries

  • Unbilled Expenses

  • Tasks

  • Calendar (single events only)

  • Invoices (unsent)

How to migrate

Exporting Data From CaseFox

Export All Data into Excel Workbook (Client List, Case List, Time and Expense Entries, Phone Message Log, Tasks, Calendar Entries and Invoicing Data).

  1. Click Settings > Scroll down to Export All > Click Export All

  2. Click Export All Data

A link to download requested data will be sent to the first admin email.

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