Karbon Merge Fields for Templates

Insert these merge fields into your file or email templates to populate your templates with your organization data from Karbon

In this article:

• Date fields
• Organization fields
• Address Fields
• Registration Numbers
• Business Values

Date fields

Any template can use the following date fields to populate dates whether SuiteFiles is connected to Karbon or not:

Organization fields

When working with document and email templates in SuiteFiles you can add merge fields to them that will pull information about the organization from Karbon and display in the finished file or email. The field syntax to use and their corresponding data in Karbon are:

Address Fields

The following receives the physical address of the organization:

[CLIENT:ADDRESS]

[CLIENT:CITY]

[CLIENT:REGION]

[CLIENT:POSTCODE]

[CLIENT:COUNTRY] 

The following receives the postal address of the organization:

[CLIENT:POSTALADDRESS]

[CLIENT:POSTALCITY]

[CLIENT:POSTALREGION]

[CLIENT:POSTALPOSTCODE]

[CLIENT:POSTALCOUNTRY]

The following receives the legal address of the organization:

[CLIENT:LEGALADDRESS]

[CLIENT:LEGALCITY]

[CLIENT:LEGALREGION]

[CLIENT:LEGALPOSTCODE]

[CLIENT:LEGALCOUNTRY]

The following receives the home address of the organization:

[CLIENT:HOMEADDRESS]

[CLIENT:HOMECITY]

[CLIENT:HOMEREGION]

[CLIENT:HOMEPOSTCODE]

[CLIENT:HOMECOUNTRY]

The following receives the postal address of the organization first but if the postal address does not exist, then it defaults to the physical address:

[ADDRESS:POSTAL_OR_PHYSICAL] 

[CITY:POSTAL_OR_PHYSICAL]

[REGION:POSTAL_OR_PHYSICAL]

[POSTCODE:POSTAL_OR_PHYSICAL] 

[COUNTRY:POSTAL_OR_PHYSICAL] 

Registration Numbers

New Zealand

If the Accounting Details Country in Karbon is New Zealand, use the following merge fields to fetch the accounting information:

South Africa

If the Accounting Details Country in Karbon is South Africa, use the following merge fields to fetch the accounting information:

Field Name	Karbon Value
[CLIENT:REGISTRATIONNUMBER] [CLIENT:INCOMETAXNUMBER] [CLIENT:PAYENUMBER][CLIENT:DOLUIFNUMBER][CLIENT:SDLNUMBER][CLIENT:DOLWORKMANCOMPENSATION][CLIENT:VATNUMBER]	REGISTRATION NUMBER INCOME TAX NUMBER PAYE NUMBER DOL UIF NUMBER SDL NUMBER DOL WORKMAN COMPENSATION VAT NUMBER

United States

If the Accounting Details Country in Karbon is United States, use the following merge fields to fetch the accounting information:

Field Name	Karbon Value
[CLIENT:TAXID] [CLIENT:SSN]	TAX ID SOCIAL SECURITY NUMBER (SSN)

Canada

If the Accounting Details Country in Karbon is Canada, use the following merge fields to fetch the accounting information:

Australia

If the Accounting Details Country in Karbon is Australia, use the following merge fields to fetch the accounting information: 

Business Values

Business Values allow you to pull through your own business details onto your SuiteFiles Templates. To enter these values, an Administrator can click their user name in the top right corner of SuiteFiles Web, click Admin settings, then select Prepopulation. Click the blue Edit Values button to update the Values. Once done, click Save Business Values. The Merge Field when entered into your template must be in CAPS, the Field Name can include a space.