Integrations
Connect Carbon to your accounting, CAD, project-management, estimating, and messaging tools.
Carbon ships a set of first-party integrations to third-party apps. Each one is enabled per company under Settings → Integrations, where you flip it on and supply its credentials or settings.
Integrations are an Enterprise capability. On Carbon Cloud they're included with the Business plan; self-hosted, they require a commercial (Enterprise) license — see Licensing. Email and Exchange Rates are the exceptions, available on every edition and plan.
How a connection works
An integration has two parts: a system-wide definition and a per-company activation.
- The definition describes the fields that integration needs: API keys, OAuth tokens, mapping options.
- The activation is a
companyIntegrationrecord: anactiveflag plus ametadataobject holding your credentials and settings. Carbon validates that metadata against the definition, so an integration can't be switched on with incomplete configuration.
Connections are established one of three ways, depending on the app:
| Style | Apps | How |
|---|---|---|
| Provider settings | Pick a provider and fill in its fields. | |
| API key | Linear, Paperless Parts, Exchange Rates | Paste a key (and any options). |
| OAuth | Xero, Jira, Onshape, Slack | Authorize Carbon with the provider; tokens are stored for you. |
Disconnecting an integration sets active = false but keeps your stored credentials. Reconnecting
doesn't make you re-enter them. To remove credentials entirely, clear the integration's settings before you
disconnect.
What's available depends on your deployment
Which integrations even appear depends on how Carbon is deployed. The OAuth connectors, Xero, Jira, and Onshape, only show up when their OAuth client is configured server-side (see Environment variables), and Slack is hidden in controlled (ITAR) environments. So the same Carbon build can offer a different set of integrations depending on its configuration.
Browse by category
Xero and automatic currency exchange rates.
Push quality issues to Linear or Jira.
Sync CAD data from Onshape.
Pull quotes and BOMs from Paperless Parts.
Send outbound email through Resend or your own SMTP server.
Bring the Carbon Assistant into Slack.