#Bill4time create a custom list plus#
#Bill4time create a custom list download#

On the popup screen in the upper right-hand corner, click on the yellow plus sign.

Please contact us should have had questions. To keep your CaseFox account clean and uncluttered, it is recommended that you export/import data related to living cases only. Please note that we are not able to import invoices and trust account data. Please do not hesitate to contact us for further clarification and help. Please click on Import Case List under Settings/Tools/Reports for instructions. TSheets exported files containing time entries may be imported without any data modifications.Ĭlient/Case Custom Fields: If your client or case records include data that is not available in Import Clients or Cases, you may import them and attach them to respective client or case records.

#Bill4time create a custom list download#

You may download a sample file for importing time/expense entries. Login to CaseFox, then visit Settings/Tools/Reports - Import Time Entries option for further instructions, sample file, and importing client list. If there are ABA codes in the entry, they should be listed in separate columns. Each row must include the case name, service performed, time spent, total charged, and timekeeper name.

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.