Client data can be exported from Contacts by selecting the cloud icon and the data you would like to download. A spreadsheet will then be saved to your device.

Important notes:

  1. If you see duplicate individuals, this may be due to that person having multiple contact cards in Karbon. Each row represents one contact card—if you see the same key in column one, then they are not duplicates, just multiple contact cards.
  2. If you would like to update information in bulk, drop a note in Help & Feedback (Main menu > Help & Feedback > Can't find what you are looking for) and start a new conversation with an agent, requesting for an export of your contact data for updating. We will provide you with a different export for re-import.
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