To get this process started, you have 3 options to choose from:

  1. Self Service (Free):  Download the import file and populate with your basic client data. Once the data is prepped and ready to go, upload your file to this secure Dropbox link to be imported into Karbon. The Karbon team will take it from there and update you once complete. If there are any errors, we’ll provide you a list so that you can update your account directly. See below for instructions to export your data.
  2. Assisted ($299 USD, or free on Practice & Enterprise Plans): Assisted import includes full client accounting details (people and organizations), in-depth data review, upload and import error support. To get started, export your details from your existing system. Take a moment to review and edit the data export, and, once the data is prepped and ready to go, upload your file to this secure Dropbox link to be imported into Karbon. If you have questions, use the Live Chat option through Help & Feedback within Karbon. Once your uploaded file has been received, our onboarding team will review your data, work with you if any changes need to be made, request payment, import your data, and resolve any data import issues that arise.  Download and review important notes and examples of relational data in Karbon for a successful import.
  3. Full-service white glove Karbon onboarding ($2,999 USD):  Includes all services in the Training, Data and Process packages. Visit our add-on services page for more details on our packaged services, or to request the full-service onboarding package.

Exporting data from your system

Exporting your client list from Outlook

  1. Log in to your Outlook.com account.
  2. Go to your contacts.
  3. From People, select Manage > Export.
  4. Review your export, remove any duplications and clean up your list.

Note: If any of these steps are different from what you see on your screen, search Microsoft Outlook.com help for the latest address book export instructions.

Exporting your client list from Gmail

  1. Log in to your Gmail account.
  2. From the list on the left side of the page, click Contacts.
  3. Select More actions > Export.
  4. Choose to export using Outlook CSV format (for importing into Outlook or another application).
  5. Review your export, remove any duplications and clean up your list.

Note: If any of these steps are different from what you see on your screen, search Gmail help for the latest address book export instructions.

Exporting your client list from Xero Practice Manager

  1. Open XPM.
  2. In the Business menu, select Settings.
  3. Under Connections, click Export.
  4. Under Options, for File Type, select Generic - Clients.
  5. Do not change any other settings. Scroll down and click Export.
  6. Scroll down to Export Result and click Click to download export file.
  7. Practice Manager will download all your company's clients in a CSV file to your computer.
  8. Repeat Steps 2 - 6 for Generic - Contacts.
  9. Review your exports, remove any duplications and clean up your list.

Note: If any of these steps are different from what you see on your screen, search Practice Manager help for the latest client export instructions.

Exporting your client list from QuickBooks Online

  1. Sign in to QBO.
  2. Click Reports and search Customer Contact List.
  3. Click on Customize, in the top left corner.
  4. Click Change Columns. This will allow you to choose the columns you need for your spreadsheet, including Website.
  5. Make any additional customizations needed to capture all your data.
  6. Click Run Report.
  7. Click Export and choose excel or .CSV.
  8. Review your export, remove any duplications and clean up your list.

Exporting your client list from another system

  1. Refer to your current solution provider for export instructions.
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