The objective of this article is to export your data from CaseFox to be imported into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set. This includes exporting your data in .csv or .xlsx format, ensuring headers are in the top row of the spreadsheet, and removing duplicate entries. If you are unsure as to how to format your data, please reach out to a Customer Support representative for assistance. If eligible for onboarding services, a Data Migration Specialist will assist you in the formatting and organizing of your data.
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