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.
Intuit Practice Management Integration: Creating New Records
You can create and link new records in Intuit Practice Management or Liscio directly from the Liscio integrations page. Liscio Accounts are the same as Organizations in Intuit Practice Management. Liscio Contacts are the same as People in Intuit ...
QuickBooks Integration: Creating New Records
You can create and link new records in QuickBooks or Liscio directly from the Liscio integrations page. In Liscio, only Firm Admins have this ability. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the ...
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 ...
QuickBooks Integration: Syncing Records
After you have set up your QuickBooks integration, you can begin syncing your records. You should run a new sync any time you create a new Account or Customer and need to link those records. Syncs can be done automatically or manually. Automatic ...
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. Caution - Do not sync Karbon before we have your client data uploaded. This will cause duplicates. Automatic ...