Sync Schedule Genie™ to an External Calendar

Sync Schedule Genie™ to an External Calendar

Stay up to date by syncing Schedule Genie™ to an Outlook or Google Calendar.

Benefits

  1. Schedule Genie™ sends a copy of the appointment data to a connected Outlook or Google calendar. Only one calendar can be connected at a time.
  2. Appointment updates made in the connected calendar are reflected in the platform when real-time updates are turned on.
  3. Connect an external time off calendar to the Availability schedule to remove busy or unavailable time slots from Schedule Genie™.

For removing time slots from Schedule Genie™ by referencing an Availability calendar, review the Availability section. For connecting or syncing an external CRM/ILM calendar, see the Appointment Availability and Location article.

Connect an External Calendar

Microsoft Exchange accounts and calendars are not supported. If your account is managed via Exchange, this integration will not succeed.

Before You Start

  1. Log out of any Google or Outlook accounts which you may be signed into or that may automatically log or sign you in.
  2. Disable the automatic login feature associated with Google or Outlook by deselecting "Remember Me" or "Keep me signed in" checkboxes.
  3. Clear browser cache and cookies. To do so, see these steps: Chrome, Safari, Firefox.
  4. Perform a hard refresh of the browser.
    1. macOS: Command + R.
    2. Windows OS: Control + F5. 
We recommend connecting a shared calendar that everyone on your team has access to view or update.

Connecting an External Calendar

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Schedule Genie™.
  3. The Schedule Genie™ page opens in the main window.
  4. Scroll down to the External Calendar Integration section and click the "Add Remote Auth To Link External Calendar" button.



  5. The Remote Remote Auth Token Manager page opens.
    1. If a calendar is currently linked to the module, select the trash can icon to unlink the token. When the modal window populates, select Continue. This disconnects the current calendar allowing a new calendar to be connected. 


  6. Click either the Zoho Token Request, Google GMail Token Request, or Microsoft Outlook Token Request buttons depending on your calendar of choice.
     
  7. A modal window populates with Launch Registration Request, Copy Link, and Close buttons. 
  8. Select either the Launch Registration Request and Copy Link buttons. 
    1. If you are the owner of or have the login credentials to the Google or Outlook account, click the Launch button to initiate the authorization process.
    2. If someone else owns or has access to the login credentials, click the Copy button to copy the link displayed then share the link with the Google or Outlook accountholder.
  9. A prompt to allow The Conversion Cloud® access to the account displays.
    1. Outlook: click Yes.
    2. Google: click Advanced, then Allow.


  10. Click the confirmation button on the Confirm your choices screen
    1. Google calls this button Allow
    2. Zoho calls this button Accept
    3. Microsoft Outlook calls this button Accept
  11. Take note of the Cloud or Azure Key generated after providing access.

  12. Navigate to the Availability tab within the Company dropdown in the menu and select the appropriate schedule. 

  13. In the top right corner of your screen, select +Link External Calendar. 

  14. The Schedule Genie™ calendar is now integrated for two-way communication. Lead or customer data will automatically be pushed to the linked calendar. Updates made to appointments on the linked calendar will be reflected in the dashboard and vice-versa.


If the user signs in from a different computer or device, Microsoft or Google may require the user to validate who this user is. The additional verification steps are not included above and are separate from the integration steps.

Application Access
Google Calendar Microsoft Outlook Calendar
• See your personal information, including any personal information you have made publicly available. • Maintain access to data you have given access to:
Allows The Conversion Cloud® to see and update the data you gave it access to, even when you are not currently using the app. This does not give The Conversion Cloud® any additional permissions.
• View and edit events on all your calendars. • Read your profile:
The Conversion Cloud® will be able to read your profile.
• View your calendar. • Have full access to your calendars:
The Conversion Cloud® will be able to read, update, create, and delete events in your calendars.
Google allows a user to select what access to grant to The Conversion Cloud®. Microsoft grants all access to The Conversion Cloud®.

Reference

Unlinking:

If the calendar integration is unlinked or disconnected, any changes or modifications made to an appointment will not be reflected in the dashboard. When unlinked or disconnected, the calendars can not communicate and share appointment updates.

Calendars:

  1. Only one calendar can be connected to the Schedule Genie™ module.
To connect a calendar, a username and password are required.

Remote Authorization Key

  1. Keys can be configured for Zoho, Microsoft Outlook, and Google Gmail resources. The registration link is used to request access to the remote service (Zoho, Outlook, or Gmail). When completed successfully, a new key is added to the Remote Authorization list.
  2. Select the appropriate service to get a registration link.

Troubleshooting

  1. Another user or account is automatically logging in. 
    1. This may occur if the account login details are saved or if there are system defaults in place. Clear the browser cache and history for the browser in use and follow the integration steps above.