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).
Click Settings > Scroll down to Export All > Click Export All
Click Export All Data
A link to download requested data will be sent to the first admin email.

