Karbon works best with your data in it—contacts, business processes and work. Follow this guide to get your data imported into Karbon quickly and completely.

Overview of import process

The data import process is completed in three steps and completed in sequential order:

Next steps

Once your contacts, processes and work are imported and bulk created in Karbon, we recommend that you spend some time updating your various Settings. This includes specifying job roles, reviewing your work types, customizing your work statuses, and adding your firm's logo to the company details.

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