Before you begin, please make sure you are on a supported plan (Pro or Pro+) and you have your Ignition API key handy. Your API key can be found within your Karbon Settings → Connected Apps

We also highly recommend that you have created all your Karbon workflow templates for your Ignition services within Karbon before connecting the two Apps.

Please note: This will establish a connection to Karbon and import your work templates. The integration is not enabled at this stage and the service linking (below) still needs to be completed. 

Linking your Ignition serives to your Karbon Work Templates allows us to create the relevant work item each time a client accepts a proposal. 

After completing the above connection step, click the Work Templates card to begin linking your services.

Your existing Services are shown on the left and your imported Karbon Work Templates are on the right in the dropdown menus. 

Simply select one or more work templates for each corresponding service.

Note: You can assign multiple work templates to a single service! If you offer packages (e.g. Basic, Premium, Deluxe) this is an efficient way to ensure that your work templates are mapped and deployed correctly.

To add more than one work template, click the dropdown icon again and select another template to add.

You can leave some services with no associated Work Template, but please note that these services will not create a Karbon work item when selected in a proposal.

When you are done, click Confirm Settings.  

Once you've connected and linked your services, you're ready to enable the integration. Click on Enable Karbon and the integration will be turned on. 

From this point forward each time a proposal is accepted, the corresponding work will be created within Karbon.
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Please read this article for more information about how the Karbon and Ignition integration works.