Import Clients to Kareroo

For a general guide on getting your csv file ready, follow this guide. The below guide covers importing clients exported from Quickbooks, but can easily be adapted to suit whatever platform you came from.

Video guide

1. Navigate to https://www.kareroo.com.au/dashboard

2. Click "Account"

3. Click "Import"

4. Choose "Clients" from the dropdown.

5. Click "Download Sample CSV"

6. Open your data in Google sheets, this example is from Quickbooks.

7. Duplicate the name column and create a first and last name column

8. Make sure the NDIS number column only contains the number, no text.

9. Add a new column for the billing address.

10. Type =JOIN and press enter.

11. Type ", " inside the brackets, then a comma, then click on the first part of the address, followed by a comma and then the second part of the address. Repeat this process until you have something like: =JOIN(", ", E2, F2, G2, I2, H2).

12. Drag the little circle down to make this address formula work for all clients in your list.

13. Copy the new billing address column, and then paste it in the same column using: Paste Special -> Values Only

14. Remove the address columns now that we have combined them.

15. Organise the columns into the same order as the sample CSV downloaded from Kareroo. Make sure to copy and paste the headings from the sample CSV so they match EXACTLY.

16. Click "File" -> "Download" -> "Comma Seperated Values (.csv)".

17. Go back to Kareroo and click "Choose CSV File".

18. Find and choose the file, then once chosen, click "Upload CSV".

19. Once you get the "Import Results" showing successful imports, click "Clients".

20. View your imported clients.