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How It Works: Karbon Integration

Truss integrates seamlessly with Karbon to simplify your client management and workflow — from syncing contact data to creating automatic work items when clients complete their uploads.

Here’s how it works 👇​

🚀 How It Works: Karbon Integration - Watch Video

🧬 Syncing Contacts & Entities (Organizations)

Truss treats Karbon as the source of truth — this means your contact and organization data should be maintained in Karbon. Here’s what you need to know:

  • One-Way Sync: Changes made in Karbon reflect in Truss — not the other way around.

  • Contacts & Entities: Karbon uses “Organizations” while Truss calls them “Entities.” Both are synced.

  • Jump to Karbon Records: You can click the Karbon logo in Truss to jump directly to the matching contact or organization in Karbon.

  • Can’t Edit Synced Contacts in Truss: If the contact came from Karbon, it’s view-only in Truss. Edit in Karbon if needed.

➕ Adding New Contacts from Truss to Karbon

Using Truss to onboard new clients?

  • Simply collect the client’s contact info in Truss

  • Then click “Add to Karbon” to sync it over as a new contact

Tip: Great for growing firms onboarding leads or clients outside of Karbon’s ecosystem.

🔄 Unlink & Relink Contacts (If Needed)

Need to clean up a duplicate or relink a contact to a different record in Karbon?

  • Click “Unlink” inside the contact card in Truss

  • Then choose the correct Karbon contact to relink

This also works for entities (organizations).

⚙️ Automating Work Items in Karbon

Here’s where the magic happens 🎩

  • Your client completes their document uploads in Truss

  • They hit Submit for Review
  • Truss:

    • Tags the request as “Ready”

    • Creates a new Work Item in Karbon — automatically!

    This ensures your team never skips a beat. As soon as your client is done, you can start the return or project in Karbon.

    🚀 Summary at a Glance

    • Karbon is the system of record

    • Syncs include Contacts + Entities (Organizations)

    • Truss can push new contacts into Karbon
    • Edits to synced records must happen in Karbon
    • When clients complete tasks in Truss, it auto-creates Work Items in Karbon

    Let us know if you need help setting this up or cleaning up your sync — we’re here for you! 💪