Question

Importing client information

  • 2 November 2022
  • 2 replies
  • 37 views
U
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I am new to Karbon and want to upload all my clients . Is there an import function using a standard CSV template 

 

Thanks

2 replies

DianeK
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Userlevel 7
Badge +13

Hi @Umesh Gohil

Welcome to Karbon.  I hope you love the software as much as I do.  This article will tell you everything you need to know to get your client base added to Karbon.  I would also reach out to your Karbon success manager.  They are super helpful.

https://help.karbonhq.com/en/articles/1524435-import-client-data

Be kind - Be thankful - Be present
DianeK
Rank
Userlevel 7
Badge +13

You might also review these 6 articles.

https://help.karbonhq.com/en/collections/1522579-import-your-data

Be kind - Be thankful - Be present

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