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Karbon

Importing Karbon Contacts to Abacor

Importing contacts from Karbon into Abacor ensures your client information stays consistent across both platforms. With synced contacts, you can easily link meeting notes, transcripts, and tasks to the right client records in Abacor, reducing manual entry and keeping your firm’s workflows connected.

Written By Delane Ly

Last updated About 1 year ago

Step 1: Navigate to the Contacts

From your Abacor dashboard, go to Contacts.

Step 2: Select Import

Click on the Import option at the top right of the Contacts if you have existing contacts. If not please select Import on the center page.

Step 3: Choose Karbon as Your Source

Select Karbon from the list of available sources.

Step 4: Confirm and Import

Follow the on-screen prompts to connect your Karbon account. Once connected, your contacts will be imported into Abacor.

FAQ

How often does Abacor sync my information with Karbon?
Abacor automatically syncs with Karbon every hour to keep your notes, transcripts, and contacts up to date.

Can I see when my information was last synced?
Yes. To view the most recent sync time:

  1. Navigate to Settings > Integrations in Abacor.

  2. Select Karbon.

  3. You’ll see details about the last successful sync and the next scheduled sync.

What if I need information synced immediately?
While automatic sync runs every hour, you can manually trigger a sync by selecting Sync Now in the Karbon integration panel.

What happens if a sync fails?
If a sync cannot complete, you’ll see an error message in the Karbon integration settings. From there, you can retry the sync or re-authenticate your Karbon connection.

Does Abacor sync both notes and contacts?
Yes. Abacor syncs your AI-generated notes, transcripts, and recordings to client timelines in Karbon, as well as contacts and client groups to keep your contacts consistent.

Troubleshooting

  • Import Option Not Visible
    Make sure you have the correct permissions in Abacor. If you don’t see the Import button, contact your Abacor admin.

  • Login Issues
    Double-check your Karbon login credentials. A wrong email or password will prevent the connection.

  • Contacts Not Appearing
    Refresh the Contacts after the import. If contacts are still missing, repeat the import process to ensure the sync completed.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.

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