Karbon
Practice management for accounting firms with work, client, email and time tracking.
- Category
- Finance & ERP
- Type
- Practice management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Karbon API docs
02Data
What you can sync.
- Work items
- Contacts
- Organizations
- Timesheets
- Invoices
Join Karbon work items with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Karbon data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Karbon uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Karbon if you need help.
04How it works
How it works in DataMind.
-
Pick Karbon.
Open Lake, pick Karbon in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Karbon API docs.
-
Answer a few questions.
The AI reads the Karbon documentation, then asks which credentials you will use, which data to sync (for example work items and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Karbon data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
