Karbon organisations, contacts, work items, and recent time, read into Elevale companies, people, and tasks. Requires [Professional+].
At a glance
Connection type: Application ID and Access Key
Status: Available
Plan: Professional+
Data points: 14 metrics available in the KPI catalog
Metrics you can track
Connected KPIs can sync the following categories from Karbon. See Data points for the complete catalog with descriptions.
Operational: Due within 30 days, Due within 14 days, Overdue work items, Completed work items, Open work items (+9 more)
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Karbon.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Karbon connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases
Where the data appears
Companies and People on CRM. Karbon contact types map to Elevale relationship labels.
Work items become tasks on a Karbon task list, with client and contact fields.
Time from the last four weeks is counted when the Karbon user email matches an Elevale member.
Connected KPIs can count companies, contacts, open work, due dates, and hours.