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:
Step 2: Request best practice processes and import your existing ones
Step 3: Bulk create your firm's work
Next steps
Spend some time on optimizing your workflow. A full set of workflow & automation videos can be found here.