Connected Apps

Integrate Karbon with third-party apps and systems to share data and automate your workflows.

Andi Ancheta avatar Andy Biggs avatar Ian Vacin avatar +1
33 articles in this collection
Written by Andi Ancheta, Andy Biggs, and Ian Vacin and 1 other
TSheets

Entering time in Karbon 

Once you have linked to your TSheets account you can enter time directly into Karbon. Here's how.
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Written by Andy Biggs
Updated over a week ago

Viewing tracked time in Karbon

Once you have linked to your TSheets account and begun tracking time, you can view this information in Karbon. Here's how.
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Written by Andy Biggs
Updated over a week ago

Advanced time-tracking with TSheets

If you use advanced tracking features in TSheets you can enter these non-time related metrics within Karbon too.
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Written by Andy Biggs
Updated over a week ago

Syncing time against a client group with TSheets

A client group is sent to Tsheets as its own code, not against the client group members.
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Written by Lachlan Macindoe
Updated over a week ago

Updating your TSheets integration settings

Update what gets synced with your TSheets account from 'Practice Settings'
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Written by Andy Biggs
Updated over a week ago

Will changing the contact for a work item in Karbon affect its link to TSheets?

​If you change a contact for work in Karbon, the TSheets code will remain linked.
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Written by Andy Biggs
Updated over a week ago

Why doesn’t time entered on a work item show up on the contact?

In short, time recorded on work and time recorded on contacts is totaled separately
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Written by Andy Biggs
Updated over a week ago

Will completed work be sent to TSheets?

No, when you first connect your account to TSheets we will not send information for completed work.
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Written by Andy Biggs
Updated over a week ago

Are completed work items archived in TSheets?

Completed Karbon work items are not archived in TSheets.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Will changing the contact or work name in Karbon affect its link to TSheets?

Karbon does not automatically update contact and work names in TSheets, you will have to do it manually if you want them to appear the same.
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Written by Andy Biggs
Updated over a week ago

What happens if I change a contact or work name in TSheets?

Changing names in TSheets will not be reflected in Karbon but they will still be linked together.
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Written by Andy Biggs
Updated over a week ago

Does Karbon have a time-tracking clock?

No, Karbon Integrates with TSheets and we recommend you use theirs.
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Written by Andy Biggs
Updated over a week ago

Where is my time data stored?

All time data is stored in, and will always be available in TSheets. Karbon reads it back from TSheets to display it on work.
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Written by Andy Biggs
Updated over a week ago

Why can't my colleague enter time?

In order to enter time into TSheets via Karbon, each user must have a TSheets account with an email address that matches their Karbon email.
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Written by Andy Biggs
Updated over a week ago

Why can’t I see the time tab on a contact or work item?

If you can't see the time tab on a contact or work, it will most likely be because the contact hasn't been set up to work with TSheets.
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Written by Andy Biggs
Updated over a week ago

Why can’t I record time in TSheets against a contact?

TSheets doesn't allow you to directly record time against a client, you can do so from within Karbon however.
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Written by Andy Biggs
Updated over a week ago
GoProposal

Why can't I find the created work in Karbon when using GoProposal?

Multiple reasons can exist for work not appearing in Karbon that was created through your integration with GoProposal.
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Written by Lachlan Macindoe
Updated over a week ago

GoProposal shows a list of multiple contacts from Karbon. Which one should I choose?

Multiple instances of a contact may be shown if that contact has multiple representations within Karbon.
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Written by Lachlan Macindoe
Updated over a week ago

What if I create a new contact in GoProposal for a client that already exists in Karbon?

Karbon does not allow you to overwrite an existing contact.
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Written by Lachlan Macindoe
Updated over a week ago

When GoProposal creates Karbon work items, what other information is created?

Any information documented in the chosen template will be created in the work item.
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Written by Lachlan Macindoe
Updated over a week ago

I can't see the "Find a contact from Karbon" in my GoProposal proposals

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Written by Lachlan Macindoe
Updated over a week ago

When does a new contact get created in Karbon when using GoProposal?

Contacts in Karbon can only be created by using the "Add a new contact in Karbon" button within GoProposal.
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Written by Lachlan Macindoe
Updated over a week ago

When does work get created in Karbon when using GoProposal?

Work in Karbon is created by GoProposal when the proposal is signed, accepted and reflected as won in GoProposal.
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Written by Lachlan Macindoe
Updated over a week ago

Why can't I find a newly added Karbon contact in GoProposal?

Click the "refresh" option in GoProposal to pull the most up-to-date list from Karbon.
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Written by Lachlan Macindoe
Updated over a week ago

Can I map multiple Karbon templates to a single line item in GoProposal?

You can associate multiple work templates to a GoProposal Proposal Type.
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Written by Lachlan Macindoe
Updated over a week ago

Can I update Karbon contacts within GoProposal?

If you would like to update the details for a contact, change the details in Karbon first.
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Written by Lachlan Macindoe
Updated over a week ago

Creating work for an organization with the GoProposal integration

The GoProposal integration allows you to create Karbon work items for an organization, or a person.
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Written by Lachlan Macindoe
Updated over a week ago

Creating work for a person with the GoProposal integration

The GoProposal integration allows you to create Karbon work items for an organization, or a person.
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Written by Lachlan Macindoe
Updated over a week ago