Advice and answers from the Karbon Team

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Using Karbon with Xero and Xero Practice Manager

You can connect both Xero and Xero Practice Manager (XPM) to Karbon… When you enable Xero contact sync: Karbon will import all your Xero contacts and match them with… Before You Connect: Clean Up Xero Contacts

Overview of Xero

Manual Contact Creation from Karbon to Xero: While Xero contacts are automatically pulled into Karbon… Within the Karbon contact's details, in the "Xero Client" section, a "Create Xero Contact" button allows… Xero are automatically imported into Karbon

Karbon Contact Sync: Xero vs. Xero Practice Manager

Xero (General Ledger) Contact Sync in Detail… Xero Practice Manager Contact Sync in Detail… and Xero Practice Manager

Xero Contact Sync: FAQs

The Karbon Xero Contact Sync integration synchronizes customer records between Xero and Karbon… Connecting to Xero in Karbon… Can I connect my Xero account to multiple Karbon accounts?

Xero Practice Manager Integration

Keep your two systems in sync using the Xero Practice Manager integration… Connecting to Xero Practice Manager… Connecting to Xero Practice Manager Configure the integration Sync your contacts Pushing

Prepare Your Data for Xero Contact Sync

Usually No Review and Cleanse Xero Contact Data: Carefully review your Xero contact list, focusing… with preparing your data in Xero… Ensure the primary email in Xero is the correct billing email for each client

Manually Create Xero Contacts from Karbon

While the Xero integration with Karbon automatically imports contacts from Xero, you may occasionally… Data Synced to Xero… section labeled Xero Client

Resolve Xero Contact Sync Match Issues

View Xero Integration Details: Locate the Xero integration and click the Manage button… During the Xero contact sync with Karbon, you may encounter contacts listed under "Match Issues."… Carefully examine the details of both the Xero contact and the suggested Karbon contact

Setting Up and Using Xero Contact Sync

Connect to Xero: Locate Xero in the list of available apps and click the Connect button… Xero Contact Name Xero Primary Email Karbon Contact Name Karbon Billing Email Result… Setting Up the Xero Contact Sync

Unsync and Re-sync Xero Contacts in Karbon

This guide explains how to unsync a previously matched Xero contact in Karbon, breaking the synchronization… Locate the Xero integration and click Manage. Then, click on Resolve Match Issues… This will create a new Karbon contact using the data from the unsynced Xero contact