Karbon

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

Import your client list

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.

Find answers and get help from Intercom Support and Community Experts

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