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 ...
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 ...
Google Drive Integration
With the Google Drive integration you can: Connect Google Drive to Liscio Attach Google Drive files directly to Messages, Tasks, and eDocs in Liscio Note: Google Proprietary file types (i.e. Google Docs, Sheets, Slides, etc.) are not supported at ...
Microsoft OneDrive Integration
With the OneDrive integration you can: Connect Microsoft OneDrive to Liscio Attach OneDrive files directly to Messages, Tasks, and eDocs in Liscio *Download the attached guide at the bottom of the article for more details* How to Connect Microsoft ...
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 ...