The Karbon and SuiteFiles integration will bring your Karbon contact and organization data into SuiteFiles. From there, you can use your Karbon data in SuiteFiles templates, the Connect portal, and document signing.
Index:
Connecting the Karbon and SuiteFiles apps
Copy the Connection Token in Karbon
Open Settings off of the Main Menu
Click on Connected Apps
Select 'Manage' for SuiteFiles
Copy the Connection Token to your clipboard
Connect your Karbon account in SuiteFiles
Click your username in the top right corner of the SuiteFiles Web App (must be a SuiteFiles Admin)
Select 'Manage Integrations'
Paste the API Access Key into the field provided and click 'Connect'
Please keep in mind, the initial syncing of your Karbon data may take up to 15 minutes.
Once the integration is completed, you will be able to:
1. Populate your client documents and emails in SuiteFiles with organization data from Karbon.
Please keep in mind if you have XPM and Karbon connected to SuiteFiles, your templates will be automatically tagged with the XPM Client. To remove the XPM Client, hover over the red button then Delete the association, then look up the Karbon Organization in the 'Choose a client ...' field.
2. Look up Karbon contacts in SuiteFiles and invite them to the SuiteFiles Connect portal, or request their signature.
Selecting a Connect Contact:
Selecting a Signing Contact
In the SuiteFiles Clients folder, you’ll see a Karbon icon in the Integrations column, showing that we’ve found a matching client record in Karbon.
If you have XPM and Karbon connected to SuiteFiles, you'll see both icons in the Integrations column.
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