Import your data

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

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8 articles in this collection
Written by Lachlan Macindoe, Ian Vacin, Andi Ancheta and 2 others

Import guide: Contacts, processes and work

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

Contacts

Importing 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

How to export your data from other solution providers for import into Karbon

Whether from email, workflow, CRM and accounting solutions providers, learn how to export your data for migration into Karbon.

Written by Andi Ancheta
Updated over a week ago

Work

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

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 Work Creation Field Reference

Defines fields available when creating work in bulk.

Written by Evan Hall
Updated over a week ago

Explore hundreds of Karbon's work templates to implement into your workflow

Browse hundreds of best practice workflow templates and add them to your Karbon account instantly.

Written by Lachlan Macindoe
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