Karbon - Setup & usage
Follow these steps to connect Karbon, create connected KPIs, and keep syncs healthy.
Before you connect
Confirm you have admin or integrator access to the Karbon account you want to measure.
Connection uses Application ID and Access Key.
Only connect accounts your organisation owns or is authorised to report on.
Create the application in Karbon
Sign in to Karbon as an admin.
Open Settings, then Connected Apps, then API Applications.
Create the application if needed, then copy the Application ID and the Access Key.
Connect in Elevale
Open Workspace Settings → Integrations, find Karbon, and paste both values.
Choose Connect and sync. Elevale checks the credentials, then reads companies, contacts, and work.
Only a workspace admin can run Sync on the Connected tab.
After the first sync
Open CRM and confirm companies and people arrived.
Open Tasks and look for the Karbon list. Work item status becomes Not started, In progress, or Completed.
Optional: on KPIs & Dashboards, add a connected KPI for open work, overdue work, or hours logged.
Troubleshooting
Credentials rejected - the Application ID is a UUID and the Access Key starts with eyJ. Copy both again from Karbon.
Time is missing - only the last four weeks are read, and only when the Karbon user email matches an Elevale member.
Sync stopped early - use Sync on the Connected tab. Large accounts continue from the last page.
Create connected KPIs
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.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
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