Karbon

Justin Rolli

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

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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts