Import your data

Karbon works best with your data in it. Learn how to migrate your contact, process and work data into Karbon.

6 articles in this collection
Written by Ian Vacin and Erin Jamison

Overview

Overview of Import process

Get up and running quickly in Karbon by following a step-by-step guide to import your existing data and processes into Karbon.

Written by Ian Vacin
Updated over a week ago

How-to

Import client data

To get you up and running in Karbon faster, we can import your existing client data and contact records.

Written by Ian Vacin
Updated over a week ago

Import your firm processes into Karbon work templates

Get assistance to import your existing firm processes into Karbon work templates or do it yourself.

Written by Ian Vacin
Updated over a week ago

Bulk Update your Contacts

You can download a complete list of your contacts and make bulk changes to them via this file.

Written by Erin Jamison
Updated over a week ago

Bulk create your work items

Get assistance to create work items in bulk after your contacts and processes are imported or created in Karbon.

Written by Ian Vacin
Updated over a week ago

FAQs

I've uploaded my client data, how long will it take to appear in my account?

Client data imports take up to 2-3 business days to be imported.

Written by Erin Jamison
Updated over a week ago