Vinyl’s Karbon integration helps you keep your meetings and client records in sync. Once it’s set up, Vinyl will automatically post meeting summaries to Karbon timelines and store your meeting notes and action items with the right contact, client, or group.
Note: You’ll need to be on the Business Plan to connect your Karbon account to Vinyl.
What The Karbon Integration Does
When you connect Karbon to Vinyl:
Vinyl syncs your Karbon contacts, clients, and groups
After a meeting, Vinyl matches attendees to Karbon records
A summary is posted to the timeline of each matched contact, client, or group
Meeting notes and action items are also saved to the right record
Once a meeting finishes processing, the notes are created automatically and sent straight through to Karbon. There isn’t a review or approval step before that happens just yet.
You can edit the notes inside Vinyl if you’d like to tidy things up or add context for yourself, but those edits stay within Vinyl for now and won’t update what’s already been pushed into Karbon.
When Vinyl sends a meeting note to Karbon, it posts the note to all records associated with the meeting attendee's email address.This includes:
The Contact record
Any Organisations the contact is linked to
Any Client Groups the contact belongs to
If a meeting attendee's email is linked to:
1 Contact record
2 Organisations
1 Client Group
The meeting note will appear on all 4 timelines in Karbon.
This ensures the meeting note is visible no matter which record you're viewing in Karbon, whether that's the Contact, the Organisation, or a Client Group. It means your team won't miss important meeting context regardless of how they navigate Karbon.
How To Connect Karbon to Vinyl
To connect, you’ll need to get your Karbon access key:
Open Karbon
Go to Settings
Click on Connected Apps
Find Vinyl and copy your access token by clicking Copy to clipboard.
Next, go to the Integrations tab in the left-hand menu of your Vinyl account.
Find Karbon and click Connect to Karbon.
You'll be prompted to enter your Karbon Access Key.
Once you’ve connected your Karbon account, Vinyl will start syncing your contacts and posting meeting summaries automatically.
Vinyl currently supports one active practice management integration at a time. That means if you’re already connected to:
FYI Docs
Xero Practice Manager (XPM)
You won’t be able to connect to a second integration until the first one is disconnected.
If you need help, contact our team at [email protected] and we’ll be happy to help.