Connected Apps

Overview of Connected Apps

Supercharge Karbon by integrating with other ecosystem apps.

Written by Ian Vacin
Updated over a week ago

Video overview of Connected Apps

Learn the basics of where to go in Karbon's settings and what to do to integrate Karbon with other third party applications.

Written by Ian Vacin
Updated over a week ago

TSheets integration (10 mins)

Use Karbon's integration with TSheets to track time against contacts and work items.

Written by Erin Jamison
Updated over a week ago

Overview of GoProposal + Karbon Integration

GoProposal is a pricing & proposal software that is helping accountancy firms to grow more profitably.

Written by Andi Ancheta
Updated over a week ago

Overview of Practice Ignition + Karbon Integration

Connect Karbon and Practice Ignition to automate and streamline your client onboarding process.

Written by Andi Ancheta
Updated over a week ago

Zapier integration

Learn how you can integrate with hundreds of other apps by combining Karbon with Zapier.

Written by Lachlan Macindoe
Updated over a week ago

TSheets integration setup guide

Karbon's TSheets integration allows you to track time from inside the app. Here's how to set it up.

Written by Erin Jamison
Updated over a week ago

GoProposal integration setup guide

GoProposal integration will share contact data and automatically trigger your chosen workflows when a proposal is accepted.

Written by Ian Vacin
Updated over a week ago

Practice Ignition integration setup guide

Automate your workflow and reduce your client onboarding time, by integrating Practice Ignition and Karbon.

Written by Lachlan Macindoe
Updated over a week ago

Why aren't my additional advanced tracking categories appearing in Karbon?

To ensure your advanced tracking categories carry over to Karbon, sync TSheets within Settings.

Written by Erin Jamison
Updated over a week ago

How do I get training & support setting up TSheets?

If looking for direct assistance with TSheets only, use these resources to get you up and running confidently within TSheets.

Written by Ian Vacin
Updated over a week ago

Entering time in Karbon 

Once you have linked to your TSheets account you can enter time directly into Karbon. Here's how.

Written by Erin Jamison
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.

Written by Erin Jamison
Updated over a week ago

Setting up custom fields in TSheets

In order to use TSheets and Time & Budgets in-conjunction, you will need to install custom fields within TSheets.

Written by Ian Vacin
Updated over a week ago

Tracking billable vs. non-billable time

Learn how to setup billable vs. non-billable time using the Karbon + TSheets integration with Advanced Tracking

Written by Ian Vacin
Updated over a week ago

Comparing actual vs. budgeted time

Use Karbon and TSheets together to track actual and budgeted time and review together on a particular work item.

Written by Ian Vacin
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.

Written by Lachlan Macindoe
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.

Written by Erin Jamison
Updated over a week ago

Updating your TSheets integration settings

Update what gets synced with your TSheets account from 'Settings'

Written by Erin Jamison
Updated over a week ago

How to hide work (jobs) in TSheets

Are your customer:job lists in TSheets too long? Use the unassign job feature in TSheets to reduce the clutter.

Written by Ian Vacin
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

Written by Erin Jamison
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.

Written by Erin Jamison
Updated over a week ago

Are completed work items archived in TSheets?

Completed Karbon work items are not archived in TSheets.

Written by Andi Ancheta
Updated over a week ago

Integrating Karbon, TSheets and QuickBooks Online together

Looking to track time and bill clients? Follow the instructions to have the data flow between Karbon, TSheets and QuickBooks Online.

Written by Ian Vacin
Updated over a week ago

Why can't I see time in TSheets that I entered in Karbon?

If you have tracked time in Karbon but it is not showing in TSheets, it is likely that the work item or contact is no longer connected.

Written by Lachlan Macindoe
Updated over a week ago

How is a TSheets code created from a work item with a long name?

If the work item is longer than 64 characters, the code will include the first part of the work item and a string of other characters.

Written by Lachlan Macindoe
Updated over a week ago

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

If the name of a contact or work item is updated in Karbon, its corresponding code will also be updated in TSheets.

Written by Erin Jamison
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.

Written by Erin Jamison
Updated over a week ago

Why do I need to keep regenerating codes when using TSheets with Karbon?

Integration with TSheets requires exact name matches and duplicate names for different types of clients will cause issues.

Written by Ian Vacin
Updated over a week ago

Does Karbon have a time-tracking clock?

No, Karbon Integrates with TSheets and we recommend you use theirs.

Written by Erin Jamison
Updated over a week ago

Best practices when deleting a code from TSheets

Follow these steps to ensure time can still be tracked from Karbon and stored in TSheets.

Written by Lachlan Macindoe
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.

Written by Erin Jamison
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.

Written by Erin Jamison
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.

Written by Erin Jamison
Updated over a week ago

Why can't one user track time while others can when using TSheets?

Archiving a user in TSheets can break tracking time for that user in Karbon.

Written by Ian Vacin
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.

Written by Erin Jamison
Updated over a week ago

How does data flow between Karbon, TSheets, and QuickBooks?

Understand what data resides where and how the data moves between Karbon, TSheets and QuickBooks to best setup & maintain your integration.

Written by Ian Vacin
Updated over a week ago

Why are some of my Karbon clients not appearing in TSheets?

Written by Ian Vacin
Updated over a week ago

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.

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.

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.

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.

Written by Lachlan Macindoe
Updated over a week ago

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

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.

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.

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.

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.

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.

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.

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.

Written by Lachlan Macindoe
Updated over a week ago

Best practices setting up Karbon with Practice Ignition

How to create the best experience when integrating Karbon with Practice Ignition

Written by Ian Vacin
Updated over a week ago

Create a queue user for new work sent from Practice Ignition

Creating a 'Queue' user is a good way to handle new work sent from Practice Ignition.

Written by Erin Jamison
Updated over a week ago

How does Karbon link with Practice Ignition and QuickBooks Online?

Written by Erin Jamison
Updated over a week ago

Choosing the default assignee for new work created in Practice Ignition

New work created in Practice Ignition and imported into Karbon will be assigned to a default member of your team.

Written by Lachlan Macindoe
Updated over a week ago

How does the data flow from a Practice Ignition proposal to a Karbon work item?

Written by Lachlan Macindoe
Updated over a week ago

Map multiple work templates to a single line item in Practice Ignition

Learn how to map multiple work templates in Karbon to a single item in Practice Ignition

Written by Ian Vacin
Updated over a week ago

How can I import changes to my templates into Practice Ignition?

Written by Lachlan Macindoe
Updated over a week ago

How are contacts linked with the Practice Ignition integration?

Contacts are not currently imported through the integration, but a set of logic determines what client a work item is associated with.

Written by Lachlan Macindoe
Updated over a week ago

Can recurring work be created with the Practice Ignition integration?

The Practice Ignition integration does not support the automatic scheduling of recurring work items.

Written by Lachlan Macindoe
Updated over a week ago

How does Karbon know whether a Practice Ignition proposal is for an organization or person?

Karbon can either create an organization contact or a person contact when triggered from Practice Ignition.

Written by Andi Ancheta
Updated over a week ago

Why does Practice Ignition create duplicate contacts?

When Karbon is integrated with Practice Ignition, duplicate contacts are being created even though the Client Name matches.

Written by Ian Vacin
Updated over a week ago

What fields does Karbon sync with Zapier?

Karbon syncs organization and person contact data fields with Zapier.

Written by Lachlan Macindoe
Updated over a week ago

Accessing the Karbon API using Postman

How to access the Karbon OpenAPI spec and use it in Postman to make your first call to an endpoint.

Written by Stuart McLeod
Updated this week

How do I find my Karbon API access key?

Written by George Connor
Updated over a week ago

Linking to HowNow Smart Links from Karbon

Add HowNow Smart Links to your work items or tasks in Karbon to link to your HowNow areas, documents or records

Written by Lachlan Macindoe
Updated over a week ago