Please note: This is currently an invite-only integration. Please contact support@karbonhq.com if you would like to discuss access. The set up guidance below only applies if you have already been invited to the integration, you will not be able to follow the steps without being invited.

Float is a highly rated resource management application that assists teams with planning and scheduling staff to understand and forecast capacity.

Our 2-way integration with Float provides the ability to schedule staff for Work within a drag-and-drop interface and optionally sync changes back to Karbon.

Please note: This is currently an invite-only integration. Please contact support@karbonhq.com if you would like to discuss access.

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Enter your Karbon tenant key.

You can find this after the first / within your Karbon URL when logged into your account. Adding this will allow you to link back directly to the associated Karbon Work Item within a Float Project.

Add your Float API key

The Float Account Owner can locate the API key in the Integrations tab within the Team settings.​

Select the Karbon Work Item Work Types that should be integrated with Float Projects.

Only Work Items in Karbon with these Work Types will result in Project creation in Float.

All Project Managers have edit rights

Toggle on to allow any Float Project Manager to edit the project. If toggled off unchecked, Float Project Managers will only be able to edit the project if they have been added to the project team in the Team section. Float Admins and the Account Owner will always have access to edit the project.

How should the Float Project color be set?

The available colours are set based on the Float default colours.

Whenever Work is updated in Karbon, the related Float Project color will update if the related fields have changed in Karbon.

If no mapping is found by the integration, the color will be set to Float's default color of blue, hex #0095D8.

Completed Work in Karbon updates Float Project color

When set to Yes, whenever an integrated Work Item is completed in Karbon, the Project colour will be updated to green in Float. Note that at this time the color will not be changed back if Work moves out of a completed status.​

The Project Owner in Float is the person in charge of an individual project. Anyone with access rights assigned in Float can be set as the Project Owner of a project. It is a filterable field across different areas of Float.

How should the Float Project Owner field be set?

This field will be updated by the integration as the Work Item is updated in Karbon.

If set to Client Owner or Client Manager but these are not set in Karbon then the Project Owner will default to the Float account owner.

Karbon Client Group to Float Project Owner Email Mapping

This is only necessary if Karbon Work Item Client Group is chosen. It allows you to map Client Group names to Float Project Owner Email Addresses.

Completed Work in Karbon changes Float Project status to archived

Yes/No

Note that the status will not be changed back to active if Work moves out of a completed status.

Deleted Work in Karbon deletes Projects in Float

Yes/No

If items are restored from deletion in Karbon they will not be restored in Float.

If the project is already archived in Float it will not be deleted.

Update Karbon Start Date when changes occur to confirmed allocations in Float

True/False

When enabled the Karbon start date will change to the start date of the earliest confirmed Allocation in Float (unless there is a completed allocation that is earlier). The purpose of this feature is to allow the related Karbon Work Item start date to reflect the actual date the Work will be started. This will only impact the linked Work Item, it will not impact the Work Schedule.

Update Karbon Due Date when changes occur to confirmed allocations in Float

True/False

When enabled the Karbon due date will change to the date of the latest confirmed Allocation in Float. The purpose of this feature is to allow the related Karbon Work Item due date to reflect the furthest away date that Work has been allocated in Float. We only recommend to use this feature if you do not have fixed due dates for completion of Work in Karbon. This will only impact the linked Work Item, it will not impact the Work Schedule.

Update Karbon Work Assignee when changes occur to confirmed allocations in Float

True/False

When enabled the Karbon Work Assignee will change to the assignee of the earliest confirmed Allocation in Float that is not in the past or complete (if there is more than one person assigned to the earliest allocation in Float the system will chose the first). We recommend not to use this option if you use automators that change Work Assignee as the work progresses in Karbon.

Update Karbon Role Assignments when Float allocation changes occur

Reassign based on previous assignment

This option will identify the user that was previously assigned the allocation in Float, identify if the related Work Item in Karbon has any assignments (tasks/automators) related to that user, and if there are then those assignments (except completed) will all be updated to the new user.

Example:

John is the Preparer in Karbon and you allocate time in Float for John to do the work. John is out sick and the work needs to be completed so you need to re-allocate to James. Drag John's existing allocation to James in Float and it will also be reassigned in Karbon.

Note that this option will only work if:

a) The allocation in Float already existed

b) The allocation in Float was assigned to one user, not multiple

c) The previous allocation assignee in Float has non-completed assignments (tasks/automators) on the Work Item in Karbon

Option 2: Reassign based on matching user roles

This option will identify the user that is currently assigned the allocation in Float, identify the roles that user is allocated in their profile on Karbon, search for roles that match those roles in the related Work Item in Karbon, and if there are then assignments (tasks/automators, except completed) related to those roles will all be updated to that user.

Option 3: No reassignment

No updates will be made to users assigned to Karbon Roles (tasks/automators).

When the Work Status is updated in Karbon, complete existing allocations in Float that have end dates on the same day or before the date the Work Status was updated in Karbon

Yes/No

This setting assumes that if the Work Status is updated, all allocations on that day or in the past must've been completed. The purpose of this setting is so that the Float Schedule accurately depicts what has and has not been done, without manual intervention.

Completed Work in Karbon updates related Float Project Allocations to Completed

True/False

Note that at this time the status will not be changed back to active if Work moves out of a completed status.

Automatic Allocation Rules

Whenever Karbon Work or Work Budget is added or updated and one or more rules apply, allocations will be added in Float for each budget line item.

Allocations will only be posted to Float once per budget line in Karbon that met the rules, subsequent updates to that same budget line in Karbon will not result in adjustment to the posted allocation in Float.

The allocation in Float will have a task named after the work status in Karbon at the point it is created.

If budgets have not been generated in Karbon due to create tasks & budget settings being later than work creation settings within the repeat schedule, but other conditions match, automatic allocations will not generate. Once the budget lines are created, if conditions still match allocations will be created in Float.​

Select Roles that you would like to be excluded from budget total calculations.

This option allows you to multi-select Roles within your Karbon account that when appearing on budget lines, are excluded from the budget calculations in Float. This is helpful if you are only wanting to schedule resource in Float for certain roles, and therefore only interested in the budget for that resource in Float.

Float Budget Type

Choose the most appropriate option

Float Task Budgets

When enabled, Float Project Tasks will be created and updated from budget estimate lines in Karbon. This is a one-way sync from Karbon to Float. This is only available where Fee-based (total budgeted amount in Karbon) or Hours-based (total budgeted hours in Karbon) are set for the Float Budget Type setting. Using this option allows for more specific scheduling in Float. Each Float project task will be named as the unique combination of Role-Task Type-Assignee for the Karbon estimate line.

Note that deleting budget estimate lines does not currently trigger an update to Float. As a workaround, updating a remaining budget estimate line or adding a new line will force the deleted budget estimate to be reflected in Float.

On a daily basis Float People with a matching Karbon User (based on email address) will have People tags updated in Float to match the Karbon Teams the user is part of as well as the Karbon Roles they have.

Update user billable rates from Karbon to Float

True/False

When enabled billable rates will sync from Karbon to Float on a daily basis.

Import People on Setup
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True/False

When enabled adds Karbon Users as People in Float except where People already exist with the same email address. In Float People exist on the schedule and will only have a linked account if they are invited to sign in. Each active person in Float contributes to a billing seat. Note that this will only be successful for the number of available seats in your Float Billing Plan.

Exclude Karbon Users for People Import

If Import People on Setup is enabled, enter the email address of anyone Karbon User you don't want added to Float.

When Karbon Work Items are created and the Work Type matches those specified in the integration settings, a corresponding Float Project will be created with:

When the following changes occur in Karbon Work Items:

If the Karbon Work Status is not Completed the following updates will occur in linked Float Projects:

If the Karbon Work Status is Completed the following updates will occur in linked Float Projects:

When budget lines are added, updated or removed in Karbon Work Items, the following updated will occur in linked Float Projects:

If enabled, billable rates will sync from Karbon to Float for every user with a matching email address.

People tags will be updated in Float to match the Karbon Teams they are part of as well as the Roles they have.
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When any allocation changes in Float, Karbon can optionally be updated to:

When the earliest confirmed allocation changes in Float, Karbon can optionally be updated to:

When the latest confirmed allocation changes in Float, Karbon can optionally be updated to:

Whenever these changes occur notes will be added to the Work timeline detailing the reason for the change.

We recommend purchasing a Tech Annual Service Plan for setup consultation and ongoing support.

Which Float subscription is required for the integration?

Float's Starter subscription is suitable for the integration.

How many users will I need in Float?

Float pricing is based on the number of active people. That means that anybody who appears on the Schedule (anybody you need to plan allocations for or schedule time off for) is counted as a paid seat. We recommend adding each user that you need to schedule time for.

Where can I learn more about Float?

Their website is here - https://www.float.com/

Their help centre is here - https://support.float.com/

Where can I find my Float API key?

The Account Owner can locate the API key in the Integrations tab within the Team settings.

Is there a cost for this integration?

The integration is available for free to Karbon customers.

When are new Clients created in Float?

If there is no existing client in Float with a name that matches the Karbon Work Item Client name, then a new Float client will be created.

If I update a Client name in Karbon, will the name be updated in Float?

Yes.

Why does the Client name in Float contain a hyphen and number after it?

In Float you can only have one client with the same name, whereas in Karbon you can have multiple. Therefore to allow for this we append the Karbon key for the client (you’ll notice this in the Karbon URL whenever you’re viewing the client) at the end of the name.

My Work is on a schedule in Karbon, when will I see it as a Project in Float?

Whenever the Work creates in Karbon. It is important the schedule Work creation is set in line with the timeframe you want to plan work for.

Where should I track time?

We recommend tracking time in Karbon. Time entries added to Float will not sync to Karbon.

Where should I track time-off?

You can schedule and manage time off in Float.

We recommend to still add time entries in Karbon to reflect this time.

Will allocations sync to my Calendar?

If each user enables calendar sync in Float.

How quickly will updates to one system impact another

Typically updates will be reflected within a matter of minutes, however there may be some delays if high volume of updates are made in either system within a short space of time.

Will Karbon Teams sync to Float Departments?

Not currently but this may be a future enhancement. Teams a Karbon user is part of will sync on a daily basis as People Tags in Float.

Will colleague Roles sync from Karbon to Float user Roles?

Not currently but this may be a future enhancement. Roles a Karbon user is allocated will sync on a daily basis as People Tags in Float.

Will Role rates sync from Karbon to Float?

Not currently but this may be a future enhancement.

Will colleague Rates sync from Karbon to Float?

Yes, on a daily basis for users with matching email addresses across both systems.

I am already utilising Work webhooks in Karbon for other integrations, how will this impact those?

Please reach out to support@karbonhq.com

A typical example might be if you have a Preparer and a Reviewer on a work item, the Preparer may change but the Reviewer is constant.

Consider adding placeholder users to your Karbon account. You can do this by inviting a new user but with an email address that doesn't exist. You won't be charged for this user and you can use it for assigning. We would suggest to add placeholder user for each different role that is relevant to resource planning. You should also add these users to Float (where they will be paid users) with the same email address (this is essential).
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These placeholder users are helpful when you know that something needs to be scheduled but you don't know who it should be scheduled to.
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When assigning Work to Roles in Karbon, set the assignees you know in the Roles that are constant (i.e. Client Manager/Reviewer), then assign the placeholder users to the roles that are relevant to resource planning, then if you use automatic scheduling rules for this role then allocations will push into Float based on the rules set.
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You can then drag those allocations onto the appropriate staff member in Float and if you have the integration settings configured to reassign tasks and automators in Karbon they will be updated.

When assigning Work to Roles in Karbon, assign those items to the people who will typically be doing them. If you use automatic scheduling rules for this role then allocations will push into Float based on the rules set.

If changes need to take place you can then drag those allocations onto the appropriate staff member in Float and if you have the integration settings configured to reassign tasks and automators in Karbon they will be updated.