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.
Automatic Syncing
Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations
Under the Karbon integration, click Sync Now.
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.
If a match is found, the following fields will be synced:
Accounts: address, phone number, website address
Contacts: title, primary email
Manually Syncing
If there are Accounts or Contacts that did not sync automatically, you can do so manually.
Under the Karbon integration in Liscio, click View Details.
Use the search box to find the record you would like to sync.
Hover over the record and click on the magnifying glass on the far right.
Use the search box to find an existing record.
Hover over your selection and click the link icon on the far right.
The following field will be synced:
Accounts: address, phone number, website address
Contacts: title, primary email
During the First Sync
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.
If a field has a value in Liscio and in Karbon, the value in Liscio will overwrite the value in Karbon.
During Subsequent Syncs
If a field has a value in Karbon but not in Liscio, no change is made in Karbon or in Liscio.
If a field has a value in Liscio but not in Karbon, the field is updated in Karbon.
If a field has value both in Liscio and Karbon, the Liscio value overwrites the Karbon value.
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.
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.
Contact Us
Related Articles
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: Delinking/Deleting Records and Disconnecting
Delinking Liscio and Karbon Records Click the ellipses (three dots) in the lower-left corner, 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 ...Intuit Practice Management Integration: Syncing Records
After you have established your Liscio-Intuit Practice Management connection, you can begin syncing your records. This can be done automatically or manually. Caution - Do not sync Intuit Practice Management before we have your client data uploaded. ...QuickBooks Integration: Syncing Records
After you have set up your QuickBooks integration, you can begin syncing your records. You should run a new sync any time you create a new Account or Customer and need to link those records. Syncs can be done automatically or manually. Automatic ...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 ...