Karbon
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: 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 ...
Karbon Integration: How to Pull a Report
The report will contain the following information: Liscio Contact Name Liscio Contact Title Liscio Contact Primary Email Karbon Contact name Karbon Contact Title Karbon Contact Primary Email Smart Sort Key: This is the criteria our software uses to ...
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 and ...
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 ...
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 ...
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. Caution - Do not sync Karbon before we have your client data uploaded. This will cause duplicates. Automatic ...