Transition to ZentroBizMove from Karbon to ZentroBiz
Plan your transition from Karbon to ZentroBiz. Our onboarding team can assist with importing supported data using exports provided by your source system.
Data we can help you bring across.
What can be imported depends on the export options your source system provides.
- ✓Client and contact records (via CSV export)
- ✓Organization and entity records (via CSV export)
- ✓Task and workflow templates (mapped manually with onboarding assistance)
- ✓Notes and historical activity (via CSV/text export, where supported by the source)
- ✓Document files (uploaded in bulk into ZentroBiz document management)
- ✓User and team records (recreated and invited inside ZentroBiz)
Migration process.
- 01
Discovery call
We review your current setup, the data you would like to bring across, and the export options available in your source system.
- 02
Export from your source system
You generate the CSV, file, and template exports your source system supports. Our team provides a checklist tailored to your stack.
- 03
Mapping and review
We map exported fields to ZentroBiz records (clients, entities, workflows, documents). You confirm the mapping before any import runs.
- 04
Guided import
Our onboarding team runs the imports into your ZentroBiz workspace and reconciles totals with you.
- 05
Workflow rebuild
We help you rebuild templates, recurring workflows, and notification rules inside ZentroBiz so your team can pick up where they left off.
- 06
Go-live and handoff
Final review, user training, and a written handoff so your team is comfortable operating in ZentroBiz from day one.
Onboarding support.
You do not have to do this alone. Every migration includes a named onboarding contact and reusable templates.
- ✓
Named onboarding specialist
A single point of contact through discovery, mapping, import, and go-live.
- ✓
Workflow template library
Prebuilt templates for tax, bookkeeping, payroll, and IRS resolution to speed up rebuild.
- ✓
Team training
Live walkthroughs and recorded sessions for staff so the team is comfortable in ZentroBiz on day one.
ZentroBiz is not affiliated with, endorsed by, or sponsored by any of the companies mentioned. All trademarks are the property of their respective owners. Data migration depends on the export capabilities provided by the source system.
Ready to plan your transition from Karbon?
Tell us about your current setup. Our onboarding team will walk you through what is supported and outline a clear plan.
