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 1: Import your client data and contacts
- Step 2: Request best practice processes and import your existing ones
- Step 3: Bulk create your firm's work
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.