Karbon

Ian Vacin

Justin Rolli

Erin Jamison

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

Import your data

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

Overview of Import process

Overview

Bring your existing client list into Karbon quickly by bulk importing contacts from another provider.

Import your client list

To help you get started with Karbon quickly, we offer several options for importing your existing client data and contact records.

Import client data

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

Import your firm processes into Karbon work templates

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

Bulk Update your Contacts

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

Bulk create your work items

Export your client data from your current provider with this guide for popular platforms.

Exporting Your Contact Data from Another Provider

Request AR Import to migrate historical invoice and credit note data into Karbon Billing.

How to Import Accounts Receivable Data into Karbon Billing

How-to

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

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

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