If your contacts are missing in Vinyl after connecting Karbon, it might be related to how contacts are structured in Karbon.
When Vinyl syncs with Karbon, it imports three types of information:
Clients (organisations)
Contacts (people)
The relationships between those contacts and clients
This structure allows Vinyl to correctly link meetings, attendees, and records to the right client.
Understanding contacts vs contact details in Karbon
In Karbon, there is an important difference between contact details and contacts.
Contact details are pieces of information stored directly on an organisation’s record, such as an email address or phone number. These describe how to reach the organisation itself.
Contacts, however, are individual people. For example, someone like John Smith or Jane Doe. These are created as separate records in Karbon and then linked to an organisation.
Vinyl only syncs contacts that exist as individual people records in Karbon. If your client records only contain contact details but do not have people created and linked as contacts, Vinyl will import the organisation but no individual contacts will appear.
How to make contacts appear in Vinyl
To ensure contacts sync correctly:
Create individual contact records in Karbon for each person.
Link those contacts to the relevant client or organisation.
Allow the integration time to sync the updated records.
Once contacts are created and associated with clients in Karbon, they will automatically sync through to Vinyl.
Still having issues with your Karbon integration? Contact [email protected].