Microsoft Calendar Integration

Can I sync to/from my Outlook Calendar?

Yes! You can sync the platform to your Microsoft Outlook Calendar so that all the tasks, Events, and Appointments from the platform also appear there alongside your Outlook Events. In addition, after connecting and choosing the calendar, all future Microsoft Outlook Calendar Events will be automatically imported and you will be able to manage them either from this platform or from Microsoft Outlook Calendar, the changes being reflected on both sides.

All Staff Roles, as well as Prospects and Clients, have the ability to sync to their own Outlook Calendar in their individual accounts. However, you can choose to disable this menu from your Staff Members or Contacts in your Company Profile / Settings.

CLICK HERE to learn about Company Profile / Settings

How do I set up the 2-WAY Sync with my Microsoft Outlook Calendar?

Navigate to the Flyout Menu > Integrations.

In the Microsoft Outlook Calendar (2-WAY Sync) section, click the Sign in with Microsoft button to sign in to your Microsoft Account.

Be sure you are logged into the account that you would like to connect.

You'll be asked to enable the specific permissions granted to My Portal App. 

What is My Portal App?

When you are connecting your Microsoft account, you’ll see that you are authorizing “My Portal App” to work with your Microsoft account – What is “My Portal App”? Keep reading 🙂

In an effort to be sure the setup for all of our Integrations is as White Label as possible, we engineered an entirely secure micro-service architecture that is approved by Microsoft & works in the background to let us show the generic “My Portal App” integration (to your staff/clients) during the authentication phase. But, all the data is connected and shared with the platform via the integration micro-service.

So, whenever you see My Portal App, just know that it’s completely secure and can be trusted. It’s just another way that we go ABOVE & BEYOND with EXTREME WHITE LABEL to protect your brand!

Authorizing the appropriate Access

For the 2-WAY Calendar Sync to work correctly, you will need to allow specific granular permissions. 

Confirm the permissions by clicking the Accept button to connect your account.Now you can select the Calendar you wish to sync to from the Dropdown menu and click Push Existing Data.

You will see a message confirming the synchronization process. Now you're all set!

TIP: You can disable and disconnect the sync at any time by clicking the Delete button.