Improvement to Karbon integration

Recently we have released an update to our Karbon integration with Xama. The purpose of this update was to reduce the chances of the integration creating duplicate client records.

Now, when a new client record is imported to Xama, a matching algorithm will try to establish whether an existing client already exist within Xama. This matching will happen upon the initial import from Karbon to Xama as well as when new records are created in Karbon.

Here are the details of how the matching algorithm will determine whether to create a new client or link to an existing one.

Match logic specifics

  • Karbon organisation matching logic based on name only. 
    • If 1 unique match found > link
    • If no match, or more than 1 unique match found > Create new

Note: Only COMPANY or UNKNOWN Xama clients will be eligible to link to Karbon organisations. 

  • Karbon people matching logic based on First Name, Last Name and Email 
    • If 1 unique match found > link
    • If no match, or more than 1 unique match found > Create new

Note1: Only INDIVIDUAL Xama clients will be eligible to link to Karbon people. 

Note2: No email in either system, will count as a “match” on email. An email is one system but not the other, will not count as a “match” on email. 

Things to remember

  • Our logic does not look at Archived Xama records. 
    • This means that we may create duplicates in Xama if your Karbon record is of an eligible contact type, but the Xama record/s it “should” link to is archived . Ensure in Karbon, if no longer acting for them, that they are classified as a contact type that will not sync e.g. Inactive
  • Sync logic is case insensitive

 

 

 

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