Professionals: Importing and Exporting Client Data in Your Professional Dashboard

How to Download Notes for an Individual Client

1. Log in to your Kara Connect account.
2. Click Clients on the top menu bar.
3. Type the client's name in the search box and click the Search button.
4. Click directly on the client's name to open their profile page.
5. Click the Export report button.
6. The file will save to your computer automatically as a Microsoft Word document.

Where do I find my downloaded file?

Check your computer's Downloads folder:

• Windows PCs: Open the yellow folder icon (File Explorer) at the bottom of your screen and click Downloads on the left menu.
• MacOS Computers: Open the blue smiley face icon (Finder) at the bottom of your screen and click Downloads on the left menu.

How to Import Client Information into Kara Connect

Follow these step-by-step instructions to add multiple clients to your account using a Microsoft Excel spreadsheet.

Step 1: Download the Template

1. Log in to Kara Connect and click Clients on the top menu bar.
2. Click the Import clients button.
3. In the pop-up box titled Bulk import client data, click the word Link to template to download the Microsoft Excel template.
   
   Alternatively, you can click here to download.
   
   

Step 2: Fill Out the Spreadsheet

Open the downloaded template in Excel. You will see 9 labeled columns.

• Only the "Name" column is required. All other columns are optional. You can leave optional columns blank if you don't have that information.

Follow these exact formatting rules for each column:

• Name (Required): Type your client's full name.
• DOB (Date of Birth): Type the date as numbers only using DDMMYYYY (Day, Month, Year). Do not use slashes / or dashes -.
  • Example: January 10, 1990 becomes 10011990
• Phone: Type the phone number only, leaving out the country code.
  • Example: 865746385
• Phone_Country_Code: Type the country calling code. Do not add a plus sign (+) or extra zeros (00).
  • Example for Ireland: Type 353 (not +353)
• Email: Type your client's email address.
• Address: Type your client's mailing address.
• Postal_Code: Type your client's postal or zip code.
• Country_Code: Type the standard 2-letter ISO country code.
  • Example: IE for Ireland, US for United States, GB for United Kingdom.
• SSN: Type your client's Social Security Number or National ID (optional).

Important Formatting Tips:

• Do not rename, move, or delete the top header row in the Excel sheet.
• Avoid putting spaces, plus signs (+), or slashes (/) in the date or phone code columns, as this will cause an error during import.