Setting up the Karbon integration

The Karbon and SuiteFiles integration will bring your Karbon contact and organization data into SuiteFiles. From there, you can use your Karbon data in SuiteFiles templates, the Connect portal, and document signing!

In this article:

Connecting the Karbon and SuiteFiles apps

In Karbon:

  1. Go to Settings
  2. Select Connected Apps
  3. Click Connect next to SuiteFiles
  4. Copy the Connection token to your clipboard

Then, in SuiteFiles, a SuiteFiles Administrator can:

  1. Click your username in the top right corner of the SuiteFiles Web App
  2. Click Manage Integrations
  3. You will see the integration for Karbon. Paste the APIAccessKey into the field provided and click Connect


    Please note: The initial syncing of your Karbon data may take up to 15 minutes.

  4. Congrats! You and your team are now ready to use the Karbon integration!