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 Liscio, or all your Liscio records in Karbon. To do so, follow the steps in this article.
Be aware of the one-way auto-sync relationship. If you would like to make edits to a record, it is best to do so in Liscio.
Unmatched Karbon records will be listed after all matched records and all unmatched Liscio records on the integrations page. Skip to the last pages to find these records, or click on the KarbonHQ Column heading to bring all unmatched Karbon records to the top.
At this time, Liscio Relationships do not sync to Karbon. For example, if you have multiple contacts associated with an account in Liscio, those contacts will not be related to the organization when synced to Karbon. We will add this in the future.
Contact Karbon Support
a. Click Help and Feedback in the lower-left of your Karbon account.
b. Search their knowledge base, or chat with the Karbon team.
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 firstname.lastname@example.org to have this done. Caution - Do not sync Karbon before we have your client data ...
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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 ...
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