Karbon Integration: How to Pull a Report
The report will contain the following information:
Liscio Contact Name
Liscio Contact Title
Liscio Contact Primary Email
Karbon Contact name
Karbon Contact Title
Karbon Contact Primary Email
Smart Sort Key: This is the criteria our software uses to match records during the syncing process. It is meant to help you determine the appropriate name to give a new record in Lisico or Karbon to ensure that they sync as desired.
To download the report :
Under the Karbon integration in Liscio, click View Details.
Click the download icon in the upper-right corner.
Note: When downloading a report of contacts from Karbon, deleted contacts are also included. As our integration does not pull deleted records, the number of Karbon records included in this report will differ from the number of records listed in the report downloaded from Karbon.
Related Article: Searching and Filtering
Contact Us
Related Articles
Intuit Practice Management Integration: How to Pull a Report
The report will contain the following information: Liscio Contact Name Liscio Contact Title Liscio Contact Primary Email Intuit Practice Management Contact name Intuit Practice Management Contact Title Intuit Practice Management Contact Primary Email ...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 and ...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 support@liscio.me to have this done. Caution - Do not sync Karbon before we have your client data ...Karbon Integration: Troubleshooting
Troubleshooting Tips for the Liscio-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: 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 ...