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.