If you have Admin Permissions, 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.
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.
If you would like further data exported (client groups or accounting details), reach out to Karbon Support via Main menu > Help & Feedback > Still can't find what you need? and start a new conversation with an agent.
If you would like to update information in bulk, you can export the Bulk Contact Update File from your contacts section, update where needed and send it to us to import.
Reach out to Karbon Support via Main menu > Help & Feedback > Still can't find what you need? and start a new conversation with an agent, and request an export of your contact data for updating. Also let us know the different types of information you'd like to update.
Create a Client Team
Delete a contact
Choose the primary owner of an email address
Manage a Client Group