Karbon Integration: Syncing Records

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. 

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Caution
 - Do not sync Karbon before we have your client data uploaded. This will cause duplicates.



Automatic Syncing 

  1. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations

  2. Under the Karbon integration, click Sync Now.  

  3. This will bring your Karbon Organization and People data into Liscio and will take a few minutes. During this process, your existing Liscio Accounts and Contacts will be linked to your existing Karbon Organizations and People wherever the names match exactly (case insensitive). When the sync is completed, all three buttons will turn blue.

  4. If a match is found, the following fields will be synced:

    1. Accounts: address, phone number, website address

    2. Contacts: title, primary email


Manually Syncing

If there are Accounts or Contacts that did not sync automatically, you can do so manually.

  1. Under the Karbon integration in Liscio, click View Details.

  2. Use the search box to find the record you would like to sync.  

  3. Hover over the record and click on the magnifying glass on the far right.  

  4. Use the search box to find an existing record. 

  5. Hover over your selection and click the link icon on the far right. 

  6. The following field will be synced: 

    1. Accounts: address, phone number, website address

    2. Contacts: title, primary email


During the First Sync

  1. If any of the fields listed above has a value in either Liscio or Karbon, but not in the other, it is automatically updated wherever it has no value. 

  2. If a field has a value in Liscio and in Karbon, the value in Liscio will overwrite the value in Karbon.


During Subsequent Syncs


  1. If a field has a value in Karbon but not in Liscio, no change is made in Karbon or in Liscio.

  2. If a field has a value in Liscio but not in Karbon, the field is updated in Karbon.

  3. If a field has value both in Liscio and Karbon, the Liscio value overwrites the Karbon value. 

  4. New Accounts/Contacts created in Liscio will be automatically created and linked in Karbon (including Contacts created by Account Owners). If a linked record is updated in Liscio, the changes will be automatically updated in Karbon. If a linked record is updated in Karbon, the changes will not be reflected in Lisico.

  5. If a record is created in Karbon, you will need to run another sync in order for that record to show up on the Karbon integration page in Liscio. You will then need to click the create in Liscio icon in order to create the Account/Contact in Liscio.



Note: Record names are not synced.  If a Liscio and Karbon record is synced, their names may be different due to different capitalization, or if they have been synced manually.  


Note: Relationships do not sync.  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. 



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       Call Us: (765) 566-7127
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