To get this process started, you have 3 options to choose from:
- 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.
- Assisted ($299 USD, or free on Business & 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.
- Full-service white glove Karbon onboarding ($2,999 USD): Includes live training, data import, process consultation and work imports. Visit our add-on services page for more details on our packaged services.
Learn how to export your client data from commonly used systems