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
This helps your team stay on the same page and saves time updating records manually.
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.