I am new to Karbon and want to upload all my clients . Is there an import function using a standard CSV template
Thanks
I am new to Karbon and want to upload all my clients . Is there an import function using a standard CSV template
Thanks
Hi
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
You might also review these 6 articles.
https://help.karbonhq.com/en/collections/1522579-import-your-data
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