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.
Karbon Integration: Troubleshooting
Troubleshooting Tips for the Lisio-Karbon Integration If you have created a record in Karbon, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not automatically create your Karbon records in ...
Karbon Integration: Syncing Records
After you have established your Liscio-Karbon connection, you can begin syncing your records. This can be done automatically or manually. Automatic Syncing Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations ...
Karbon Integration: Delinking/Deleting Records and Disconnecting
Delinking Liscio and Karbon Records Click the ellipses (three dots) in the lower-left corer, then click Admin, then Integrations. Under the Karbon integration, click View Details. Use the search box to find the record you would like to delink. Hover ...
Karbon Integration: Searching and Filtering
When looking for unmatched Liscio and Karbon accounts and contacts, there are a few ways to filter records on the Karbon integration page in Liscio. Use the search box to search by record name. This will search names under both the Liscio Account ...
Karbon Integration: Set Up
Before you can set up the Karbon integration in Liscio, Liscio Support will first need to enable Karbon in your Liscio account. Please reach out to have this done. To Set Up the Karbon Integration: Log in to your Karbon account. Click Settings on ...