When you first connect Karbon to Vinyl, we import your full client and contact list. This first import usually takes under an hour. While it runs, the Karbon card on the Integrations page shows Syncing…, and the page keeps checking until it finishes.
What to do while it's syncing
Leave the integration connected, disconnecting and reconnecting resets the sync and will make it take longer overall.
You can still use Vinyl during the sync; your contacts will appear as they're imported.
If the first import doesn't finish
If the first import stops before it finishes, Vinyl marks it as failed after 3 hours and the Karbon card says Sync failed. A Master Admin can click Run import again. You don't need to disconnect. If it fails again, chat with us.
A specific meeting hasn't filed to Karbon
This is a separate issue from the initial contact import. It's about an individual meeting you've filed to Karbon. If the filing control in the meeting header shows Filing failed, open it to see why, then click Try again. If it says the connection has expired, a Master Admin needs to reconnect Karbon.
If a meeting still hasn't filed after an extended period (more than a few hours), contact our support team with the meeting title and the date it took place, and we can resolve it on our end.