Once set up, you'll be able to login into your account with your Exchange email address and password.

Information you need before you start

Before you can connect your Microsoft Exchange email account, you must have the:

  • Email address matching your account. Not an email alias.
  • Exchange password you use to login to your email account. This is often the password used to login to your computer.

Step 1: First login—connecting your account to Exchange

  1. Open the welcome email invitation and click the "accept" button. You will be navigated to a browser page that asks you how you would like to continue.
  2. On the browser page, click the "Continue with Exchange" button.
  3. You will see the following screen:

4. Enter your Exchange email address and password and click "Login".

5. At this point, we are trying to locate your Exchange Email Server to verify your email address and password.

If we can do this, your Exchange email account is connected and you will be logged into your account. If this occurs then you have completed the first login process. Next time you want to login, navigate to http://intuitpracticemanagement.karbonhq.com/ and choose to login with Microsoft Exchange.

Step 2: Providing your Exchange Details

If are unable to locate your Microsoft Exchange server automatically, you will see the following screen. This will only occur if you're the very first user only will you be required to provide this information. Once the first user in your organization is successfully logged in, the same server details are used for subsequent users.

If you see this screen, it means we need you to provide some additional details in order to locate your Microsoft Exchange server. To do this, we require the following additional information:

1. Exchange server address.

Read this article on how to find your Server address

After entering your Server address, try clicking continue. If that doesn't log you in, proceed to 2 & 3 below

Things to note: 

  • Also known as "EWS Server Address"
  • Will often look like https://connect.myorganization.com/ews/exchange.asmx.
  • The Exchange server address will often begin with https:// end in /ews/exchange.asmx
  • If the server name only uses letters and numbers in the form of an email address, use that text instead of the full https://xxxxxxx/ews/exchange.asmx address.
  • This won't be the url that you use to access your email via webmail.
  • This article explains how to test whether or not you have the correct Exchange server address and accounting information.

2. Server Domain

The "Domain" property helps identify the computer network hosting your Exchange email account. Depending on your Exchange and network configuration, you may be required to provide the domain so that we can successfully identify which account to connect to and verify that the provided password is correct.

The easiest way to identify your Server domain name is on the lock screen of your computer.

  1. From your computer's Start menu, choose Lock
  2. Your Domain name will be visible, in the form of Domain\Username.

3. Server Username

The easiest way to identify your Server Username is on the lock screen of your computer.

  1. From your computer's Start menu, choose Lock
  2. Your username will then be visible, in the form of Domain\Username.

Things to note:

  • If you can't find all the required information, you may require help from your IT support team/supplier.

Step 3: Connecting your account

1. Once the required information in each of the fields is entered, click continue.

2. After clicking continue, we will use the server address provided to locate your Exchange email account and then verify the username and email address are correct. If correct, you will be logged into your account and your Exchange email account connected. For subsequent logins navigate to http://intuitpracticemanagement.karbonhq.com/ and login with Microsoft Exchange.

Things to note:

  • Once you have entered in these details and we have successfully connected to your Exchange server, your colleagues will only need to provide their username and password to connect their exchange accounts.

Subsequent logins to your account using Exchange

Once you have successfully logged into your account for the first time using your Exchange email account credentials all subsequent logins can be made via the following process:

  1. Go to http://intuitpracticemanagement.karbonhq.com/. You will be presented with the following screen.

2. On the screen depicted above select "Microsoft Exchange".

3. Enter your Exchange email address and password, then click Login.

4. We will verify your email address and password and then log you into your account.

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