TSheets integration setup guide
You can track time against contacts or work in Karbon by integrating your account with TSheets. This guide will walk you through the steps to connect your TSheets account to Karbon and begin tracking time.
Before you get started
If you are an existing TSheets user, you must take the time to ensure that your contact names in Karbon match any codes in TSheets before you connect the two apps.
This is a critical step—any Karbon contacts that don’t match a TSheets code will be created as a new code in TSheets.
To avoid creating duplicates, we recommend exporting your codes from TSheets and comparing them with your Karbon contacts. Take the time to ensure your client names in TSheets match your contact names in Karbon.
Connecting your accounts
Step 1. Connect to TSheets
From Practice Settings, choose Connected apps. You'll then be able to connect with TSheets.
You'll be given the option to connect an existing account, or if you don’t have a TSheets account, you’ll also be able to create one with a 14-day free trial.
Step 2. Choose what to sync
Once you have connected your TSheets account you will be able to set up your integration settings.
You can choose to track time against each contact, or both contacts and work items.
Note: Choosing to sync your work will create codes in TSheets for all of your Karbon work items. So, if you will only be tracking time against clients, keep things clean by only selecting to sync your contacts.
You then select what contact types you will track time against. For example, if you don't need to track time against Suppliers, you can leave that contact type unchecked.
Once you click Save & Sync, the data you have chosen will be synced with TSheets. You can now begin to track time from either Karbon or your TSheets dashboard.
Entering time in Karbon
There are three places you can add time in Karbon:
Add time from a work item
Once connected to TSheets, you will notice a new tab in each work item: Time. From here, you can choose Add Time Entry.
You will then be able to enter time for the work item, the date and duration, and any notes.
Add time from a contact
Your contacts will also now have a new Time tab. From here, you can choose Add Time Entry.
Add a time entry from global add
From your global add icon (+) in the top right, select Time Entry. You'll then have the option to add time against a contact or work item that you search for.
Viewing tracked time in Karbon
You will be able to view any time that has been tracked and entered on the Time tab of the contact or work item. This includes the time that has been entered in both Karbon and TSheets, and will also outline which team member has tracked what time.
In Karbon, you will see the last two months of time that has been entered.
Entering time in TSheets
In your TSheets account, you can enter time in Time Entries by selecting the codes to record time for. This time that you record will then be visible in Karbon on the corresponding contact and/or work item.
Note: If you sent to TSheets both clients and work, then you can only record time against work items, not clients in TSheets. However, you can add time for both in Karbon to see the results in your TSheets reporting.
Viewing tracked time in TSheets
You can also view time entries in TSheets, which have been entered against contacts or work items in either app. From your TSheets dashboard, select Time Entries.
Advanced time tracking in TSheets
If you use advanced tracking features in TSheets you can enter these non-time related metrics within Karbon too. From any of the time entry modules, you can select the advanced tracking category, which will allow you to enter your data or select from the drop-down options.
Highlights to consider:
- If you can't see the time tab on a contact or work, it will most likely be because the contact hasn't been sent to TSheet. This is usually caused by the contact type not being one set to link to TSheets. If you want to change this, you can update your TSheets integration settings.
- If you sync both contacts & work, but decide to only track time against contacts and want to remove the work codes from TSheets, you will have to do this manually. Therefore we recommend you only sync what you need.
- The link between TSheets and Kabon is a one-way push, which means we do not update codes in TSheets. If you change a contact or work name in Karbon, you will need to change it in TSheets too. They remain linked, even if the names are updated.
- On the other side, if you update a name in TSheets, it does not come back into Karbon. However, they will remain in sync.
- All your time data is stored in TSheets, and Karbon only brings in the last two months of time. This is something we are seeking feedback on, so if you'd prefer earlier time to be brought into Karbon, please let us know.
- All new contacts and work added into Karbon will automatically go to TSheets (if you have chosen that item type to link to TSheets).
- If you change a contact for work in Karbon, the TSheets code will remain linked, but you will need to move the work to the new client inside TSheets. If you don't do this, TSheets will report under the old client
- Time recorded on work items does not track up to the client level. You record time on the contact or work item, and they are separate totals