How to Move from Microsoft Excel to Case Management Software in 3 Steps

Microsoft Excel is powerful, but managing customers in spreadsheets risks corrupt files, duplicates, and lost data. Centralizing in AgileCase gives you a secure, auditable, 360-degree view of every interaction. Here’s how to migrate in three steps.

1. Contacts

Export your contacts to CSV and use the AgileCase import template (Settings > Data Import) to map fields. Populate the columns you have—leave blanks for AgileCase to auto-generate IDs. Upload the file and your contacts are ready to use.

2. Data

Define how you want to store and structure customer data:

• Set practice areas (e.g., Commercial, Conveyancing, Residential)
• Create custom case types linked to those practice areas
• Build case plans with milestones and timelines to keep cases on track

3. Case creation

Create cases for existing and new contacts. Use the custom data, practice areas, and case plans you defined. Advanced options let you set historic open dates and permissions per case.

With centralized cases you get full timelines, communications, documents, events, and costs in one place. Want to leave spreadsheets behind? Sign up or message us on Twitter to join our beta.