Karbon - Access & permissions
Elevale uses Application ID and Access Key to read metrics from Karbon. Elevale does not modify data in the external system. Tokens and keys are encrypted server-side after validation.
Who can connect
Workspace admins and users with permission to manage Workspace Settings integrations.
Connections are managed from Workspace Settings → Integrations.
Requires professional on your workspace plan.
What Elevale accesses
Read-only metrics exposed as KPI data points (see the Data points article).
Connection metadata (account IDs, property IDs, organisation tenants) needed for sync.
No write access to campaigns, repositories, accounting records, or CRM objects unless the provider API requires it for authentication only.
In Karbon
The Karbon user must be an admin on a Karbon Business or Enterprise account.
Settings → Connected Apps → API Applications. Create an application if this account does not have one.
Copy the Application ID and the Access Key.Karbon API authentication
Sync direction
One way, into Elevale. A later sync refreshes companies, people, and work items from Karbon.
Edits in Elevale are not sent back to Karbon.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations