When getting up and running on Karbon initially (and for certain events throughout the year like annual tax work), you might find it convenient to have work items created for you in bulk. To do so you must request direct assistance from the Karbon team.

Request a bulk creation of work ($999 USD)

To bulk create your work, submit a request either in Help & Feedback or email to support@karbonhq.com and say "I would like to have our work bulk created in Karbon please." We will respond with a series of Karbon client tasks guiding you through the process.

Step 1: Identify the work items you want created

Within the client tasks you receive will be an Excel spreadsheet to download. Using this spreadsheet, which has been customized to your account, identify which work items you would like to have created for each client. You will then re-upload the spreadsheet to your client tasks. Here's what this step will look like:

Step 2: Define the specific details of your new work items

The Karbon team will review the file and generate a second Excel spreadsheet where specific work details will be populated. We will share this new spreadsheet via your client tasks and work directly with you to determine the work details. In some cases we can populate much of the data for you, and in other cases you may prefer to make customizations yourself. Here is a look at how to work with this spreadsheet and data:

Once the spreadsheet is populated and you have determined whether any final changes still need to be made, we will request payment and import your data. You will find your work items created in Karbon with all the details that you provided. You'll be able to do a final review for accuracy and the Karbon Team will resolve any data import issues identified.

Reference material for bulk work creation spreadsheet fields


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