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 the left-hand panel.
- Click Connected Apps.
- Locate the Liscio Beta account and click Connect/Manage.
- Copy the API Access Key.
- Navigate to Liscio.
- Click the ellipses (three dots) in the lower-left corner, then click Admin, then Integrations.
- Under the Karbon integration, click Connect.
- Paste the API Access Key in the text box and click Save.
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: 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: 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: 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 ...
If you have Admin Permissions, client data can be exported from Contacts by selecting the cloud icon and the data you would like to download. A spreadsheet will then be saved to your device. If you see duplicate individuals, this may be due to that ...