Getting started

If you're at the start of your Karbon journey, learn the basics of managing your email, work, clients, and to-do items with these quick Karbon videos.

15 articles in this collection
Written by Lachlan Macindoe, Andy Biggs, and Ian Vacin
Written guides to using Karbon

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

Importing client data

To get you up and running in Karbon faster, we can import your existing client data and contact records.
Written by Andy Biggs
Updated over a week ago

Request from 50+ best practice work templates

Step-by-step process to request from 50+ best practice work templates from Karbon's template library
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 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

Getting started step 1: Practice Settings & your profile

To get your Karbon trial started on the right foot, we recommend focusing on a few key areas straight away.
Written by Andy Biggs
Updated over a week ago

Getting started step 2: Triage & Contacts

Discover how email and contacts work in Karbon.
Written by Andy Biggs
Updated over a week ago

Getting started step 3: Work & To-do

Understand how Work and To-do lists work in Karbon.
Written by Andy Biggs
Updated over a week ago

Getting started step 4: Training & Support

How to gain further support and training on the use of Karbon
Written by Andy Biggs
Updated over a week ago