Importing client data

To get you up and running in Karbon faster, we can import your existing client data and contact records. To get this process started, you will need to export your data from your old system and supply to us.

Follow the steps below for your appropriate 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.
  5. Upload your file to this secure Dropbox link to be imported into Karbon.

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.
  6. Upload your file to this secure Dropbox link to be imported into Karbon.

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. Go to the Business > Subscription screen > Export tab, and click the Export button.
  3. An XML file of the data will then be sent to you by email.
  4. Open the email and download the file (do not open or make any changes to the data)
  5. Upload your file to this secure Dropbox link to be imported into Karbon.

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.
  9. Upload your file to this secure Dropbox link to be imported into Karbon.

Exporting your client list from another system

  1. Refer to your current solution provider for export instructions
  2. Obtain the following exports:
    • Client list.
    • Contact list (ideally with email addresses and the associated client they work for).
    • Client details including TaxID numbers, address, phone numbers etc.
  3. Upload this file to this secure Dropbox link to be imported into Karbon.
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