If you try to connect Karbon and the Connect button, or the fields in the Karbon form, are greyed out, it usually comes down to one of the reasons below. Here's how to tell which one applies and what to do.
1. You already have another practice management integration connected
Vinyl supports one active practice management integration at a time. If FYI Docs or Xero Practice Manager (XPM) is already connected, the Karbon Connect button is greyed out, and hovering over it shows a message like Disconnect FYI to connect this one. (or XPM).
Go to Integrations and check whether FYI or XPM is connected.
If you're switching, disconnect the existing integration first. When you disconnect, Vinyl offers to remove the contacts, clients, and groups it synced, which prevents duplicates. See Avoid Contact Duplicates When Switching PM Systems.
2. You're not a Master Admin in Vinyl
Only a Master Admin can connect Karbon. For everyone else, the credential fields and the Submit button are greyed out. You'll also need the right permissions in Karbon. If you're not a Master Admin, ask the person who manages your Vinyl workspace to connect it, or reach out to us.
You'll also need active subscriptions for both Vinyl and Karbon to use the integration.
Once it's available, here's how to connect
In Karbon, go to Settings → Connected Apps, find Vinyl, and click Copy to clipboard to copy your access token.
In Vinyl, open the Integrations tab, find Karbon, and click Connect.
Paste it into the Karbon API Key field and click Submit.
For everything the integration does once connected, see the Karbon Integration Overview.
Still greyed out?
If none of the above applies and you still can't connect, start a chat with us and let us know your firm name. We'll check your account and help you get connected.