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OnboardMe + Karbon
Organisations and contacts sync with Karbon, accepted proposals become work items from your templates, and signed documents are filed against the client.
What syncs
What moves between OnboardMe and Karbon.
Clients ⇄ both ways
Organisations, contacts and groups created and updated, with Karbon clients pulled in.
Jobs → to Karbon
Work items created from your Karbon work templates, with assignee, status and dates.
Documents → to Karbon
The signed proposal, onboarding PDF and uploaded documents filed in Karbon.
How it works
How OnboardMe works with Karbon.
Step 1
Connect Karbon
Add your Karbon access key. OnboardMe pulls in clients, users, groups and work templates.
Step 2
Add work to proposals
Choose the work templates to create when the client accepts.
Step 3
Client accepts
Work items are created in Karbon when the proposal is accepted.
Step 4
Documents filed
Signed and onboarding documents land against the client in Karbon.
Setup
Getting connected
Connect with a Karbon access key, validated when you save it.
- Work templates sync from Karbon so you pick them straight from the proposal.
- Changes to active clients are pushed straight away and Karbon changes are pulled back hourly.
- Groups and group membership stay in sync both ways.
- While in beta, contact our support team to activate OnboardMe in your Karbon account.
Related
More in Practice management.
Xero Practice Manager
Two-way client sync, and jobs created the moment a proposal is accepted.
FYI
Sync clients and jobs, and auto-file signed engagements and onboarding documents.
MYOB Practice Management
Sync clients, create tasks and raise fees from accepted engagements.
Stay updated
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