Karbon

Ian Vacin

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 help you get started with Karbon quickly, we offer several options for importing 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.

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

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

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

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