In the 4 minute video below, learn the best practices on how to setup the integration between Karbon and Practice Ignition. Learn how to do the following:
- Step 1: Add a fake colleague to assign all work from Practice Ignition.
- Step 2: Connect Practice Ignition to Karbon using the Karbon API token.
- Step 3: Map Karbon work template(s) to Practice Ignition service line items.
- Step 4: Assign all new work in Karbon to the new fake colleague.
- Step 5: Create a saved view in Karbon to manage all new work from Practice Ignition.