How to integrate Karbon with Filed

View the walkthrough below to integrate your Karbon account with Filed.

Integrate Karbon

• Log in to your Filed account.

• In the left panel, go to Connect > Integrations.

• Under Karbon, click Connect.

• Review details and click Connect.

• In "Approve your connection" page, enter your Karbon Access Key

  • Find your Access key in your Karbon account.

    • Log in to your Karbon account, and go to Settings.

    • Scroll down to "Integrations and Tools", and click Connected Apps.

    • Find Filed, and click Manage.

    • Copy the connection token.

• In Filed, paste the connection token in the Karbon Access Key field and click Connect.

• Select all your work types.

• Click Configure.

• Click I'll do this later.

Import your clients:

• Return to the Integrations tab in Filed.

• Under Karbon, click Import Clients.

• Click Start Sync.

• Under the Actions column, click Add+ for all client.

  • You'll see all files associated with the clients. YOu may add or remove files.

• Click Import to Filed. This may take a few minutes.

• Once imported, click Continue

• Go to your Filed homepage to see your imported customers. You're done!

To view the step-by-step instructions with screenshots, scroll through the walkthrough below. To expand the images, click the arrow button in the top right.