Karbon Integration: Creating New Records
You can create and link new records in Karbon or Liscio directly from the Liscio integrations page.
Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations.
Under the Karbon integration, click View Details.
Use the search box to find an unmatched record.
Hover over the record and click the Karbon icon or the Liscio icon on the far right.
Click the blue Create in Karbon or Create in Liscio button.
The following information will now be synced:
Accounts: address, phone number, website address.
Contacts: title, primary email.
Note: If you create a new record in your Karbon account, you will need to run a new sync in order to pull that record onto the integrations page in Liscio. Then, you can follow the steps above to create and link that record in Liscio, or you can sync the Karbon record manually with an existing Liscio account.
Note: At this time, it is not possible to select multiple records at a time to create in Karbon. As an alternative, you can import your client data into Karbon and then run a sync to link your records.
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