After installing the karma Plug-in successfully, you can start using it. 

To use Karma Plug-in, you can define synchronization settings. Open your Outlook and click on KarmaCRM tab, as below.

Click on Setting | Karma Configuration link, as below.

The karma CRM Setting dialog box appears. By default, the General tab is opened. Click on Sync Option tab, where you can define the settings whether to synchronize your contacts, tasks, or events, from Outlook to karma, or karma to Outlook, or both ways.

In Contact Settings section, you can define following settings.

  • KarmaCRM Contact to Outlook: Mark this checkbox, if you want to sync all the karmaCRM contacts to Outlook.
  • Outlook Contact to karma: Mark this checkbox, if you want to sync all Outlook contacts to karma.

In Calendar Settings section, you can define following settings.

  • Karma Task to Outlook: Mark this checkbox, if you want to sync all the karmaCRM tasks to Outlook.
  • Karma Event to Outlook: Mark this checkbox, if you want to sync all the karma events to Outlook.
  • Outlook Task to karma: Mark this checkbox, if you want to sync all the Outlook tasks to karma.
  • Outlook Appointment to karma: Mark this checkbox, if you want to sync all the outlook appointments to karma.

Click on Save button to save the defined settings.

Based on the above defined settings, you can synchronize tasks, events and contacts individually and manually.

Synchronize Tasks

You can use this option to synchronize tasks. Click on Sync Task option as below.

The Task Sync Status dialog appears. The synchronization starts and you can see the progress, as below.

Synchronize Events

You can use this option to synchronize events based on defined settings. Click on Sync Event option as below.

If the option to sync event from karma to Outlook is enabled, you can see the calendar names that you created in karma, as below.

Select the calendar, of whose events you want to sync to Outlook.

Click on Sync Event button. The system starts searching for the events of the selected calendar. The events are synchronized to your Outlook.

If you have not selected the option to sync events from karma to Outlook, you do not see any calendar in Calendar drop-down list.

Synchronize Contacts

You can use this option to synchronize contacts. Click on Sync Contact option as below.

The Contact Sync Status dialog box appears. The synchronization starts and you can see the progress as below.

If you have synchronized all the contacts from karma to Outlook based on defined settings, all contacts are added to your address box of Outlook, as below.

Similarly, you can see the karma events and tasks in your Outlook calendar.

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