Karbon is a new approach to practice management software which improves workflow efficiency, standardizes processes, automate tasks, and allows you to grow your business at scale. Learn more about Karbon here. 

Connecting Karbon to Ignition allows you to take this a step further.

A simple link between your existing services and your Karbon work templates means that whenever a client accepts a proposal, relevant work is created within Karbon so you and your team know what needs to be done.
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When a proposal is accepted and Karbon is enabled, each Ignition service that is linked to a Karbon work template will have a work item created in Karbon.

The Start and Due dates for work items in Karbon will match the proposal's Start and End dates indicated in Ignition.  

Created work items will be named as per the work template and the below diagram explains how the work items will be created.

We don't currently import people and organisations from Karbon, however this is planned in a future update. Right now we use the following logic to create a record within Karbon. 

Please ensure that organisation and person names are consistent (i.e. an exact match) between Ignition and Karbon.
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Please also note, Karbon requires emails to be unique but Ignition allows you to have multiple contacts with the same email - if the email is present in Karbon, it will be used to allocate work to that organisation or contact.

For this reason, it is best to maintain only unique emails on clients and contacts in Ignition if you are using Karbon.

If you are on a Pro, Pro+ or Scale plan, you will have access to the multiple signatures.

If you wish to send a proposal with multiple signatures to a client, we suggest setting them up as an Organisation in Karbon first.

The reason for this is due to how the contact sync works (see above).

Ignition currently only includes contact name information when creating a new contact in Karbon.

If you would like to have more data flow from Ignition to Karbon, we recommend using Zapier to send extra data to Karbon once the proposal signed.

Here is an example Zap template to send additional data across.

This cannot currently be created within Ignition and can be facilitated within Karbon as part of their schedule work functionality.  

This currently can't be set within Ignition. A suitable work around for the moment is setting a default work assignee within your Karbon account in the Connected App settings for Ignition.

The current 'jobs' grouping within the proposal editor is heavily modelled around Xero Practice Manager. Karbon does not support grouped 'jobs', it just has 'work' and it belongs to a person/organisation and has an assignee. 

Grouping your proposal in 'jobs' within Ignition will have no impact on how the work is created within Karbon.
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We don't currently surface this information within Ignition. We are reviewing the proposal level 'jobs' tab and do plan on exposing more information and unifying this view in a future update.  

After you have created your Karbon work template, navigate to Apps → Karbon and click "Sync". This will sync your current templates available in Karbon to Ignition and allow you to then map them to your Ignition services.