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      Karbon

      This article explains how the Karbon integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:

      What can the Karbon integration do

      Overview

      Elevate your accounting practice with VXT, the cloud-based VoIP phone system built for Karbon users. VXT automates your note creation and syncs your contacts, helping you save time, manage compliance, and mitigate risk.

      Record and transcribe your phone calls

      Our call recording and transcription feature makes it easy to record important calls. VXT can automatically transcribe your call recordings, allowing them to be saved to an entity or contact in Karbon. This makes it easy to review specific parts of the conversation at a later date. Recording your calls can be a valuable tool for mitigating risk and maintaining detailed records.

      Understand who's calling

      We sync your contacts from Karbon and display names against caller IDs so you know who's calling when you answer the phone. With instant access to the caller's name and information, you never have to ask "John, who?" ever again. With contacts available in VXT, you can search by name in the app when you want to make a call.

      Click to call from Karbon

      Call straight out of Karbon. Clicking on supported links will open the VXT app and initiate a call in seconds.

      Mobile and desktop apps

      Take calls from anywhere using our mobile or desktop applications. Our Karbon integration works on both!

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      Screenshot of the VXT desktop application.

       

      How to connect Karbon integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search and select Loxo.
      4. Follow the displayed instructions.
      5. Input the API credentials.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the Karbon tab to indicate that the connection was successfully established. VXT will then download your contacts from Karbon and sync them.

          How to find saved call notes and SMS

          1. Go to the Phone page.
          2. Select your conversation thread with another contact.
          3. Click the link, ‘Karbon contact,’ under the contact’s name at the top of your screen.

          There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.

          How to disconnect Karbon

          1. Go to Settings.
          2. Find Integrations.
          3. Locate the Karbon tab (Edit settings)
          4. Click the ‘Other’ tab and tap ‘Disconnect.’
          5. Hit disconnect once again when a prompt window appears.