How to Set Up Your Karbon Integration
Jan 14, 2026
Connect Karbon to Ping
The Karbon integration lets you sync meeting notes from Ping directly into your clients' timelines in Karbon. Once connected, you can choose which contacts receive synced notes after each meeting.
Set up the Karbon integration
You'll need an access code from Karbon to complete the setup.
Follow these steps:
In Ping, go to Settings.
Click the Integrations tab.
Scroll to Practice Management Integrations and click Connect.
When prompted for an access code, open your Karbon app in a new tab.
In Karbon, go to Settings and scroll to Connected Apps.
Click Connect to Ping Assistant.
Copy the access code provided by Karbon.
Paste the code into Ping and confirm.
Once completed, the integration is active and ready to use.
Sync meeting notes to Karbon
After connecting, you can sync notes from individual meetings to Karbon.
Follow these steps:
In Ping, click Meetings.
Open the meeting you want to sync.
Review the contacts linked to the meeting.
Click Sync to Karbon.
Select which contact or contacts you want to sync the notes to.
Confirm the sync.
If the meeting has already been synced before, you may see Resync to Karbon instead.
Where synced notes appear in Karbon
Synced meetings appear in the contact's timeline in Karbon.
Notes are linked to the contact you selected during sync.
Each entry shows when it was synced and who synced it.
If multiple contacts are linked to a meeting, you control which ones receive the notes.
Frequently asked questions
Can I sync a meeting to more than one contact?
Yes. If multiple contacts are linked to the meeting, you can sync to one or all of them.
Can I resync a meeting after making changes?
Yes. Use Resync to Karbon to update the existing timeline entry.
Do meetings sync automatically?
No. Syncing is manual, so you stay in control of what gets sent to Karbon.
