How to Setup Calendar Sync

Applies to:  R4 Version

Google Calendar Sync

1. Go to Settings
   
2. Click on My Settings
3. Click on "Calendar Sync Settings
   
4. Select "Google calendar" from the dropdown
   
5. Follow the corresponding prompts to add your Google credentials
6. Add the Hours that you would like SalesNexus to sync with your Calendar
   NOTE: Each hour SalesNexus will check for new appointments every 5 minutes.  It is possible to have your calendar synced at all times by selecting all available times from the listed times.
7. Close the Calendar Sync window when you are finished (changes are saved automatically)

G-Suite Calendar Sync 

1. Login to the G-Suite Admin console
2. Apps > G Suite > Gmail > Default routing
3. Add setting
4. From the "Specify envelope recipients to match" choose "All recipients"
5. Click "Modify message"
6. Select "Add more recipients"
7. Choose "Add" and enter <SalesNexus-Provided-Email-Addess>
1. Sales nexus will create an email address on the application email server to capture all email correspondence for the SN Application.
8. Click "Save"
9. Under section 3 "Options" select the "Perform this action on non-recognized and recognized addresses"
10. Click "Save"

Microsoft Exchange Calendar Sync

NOTE:  This sync is only a one way sync.  Items added to your MS Exchange calendar will not appear in SalesNexus, but items added in SalesNexus will show in your MS Exchange Calendar.

1. Go to Settings
   
2. Click on My Settings 
3. Click on "Calendar Sync Settings
   
4. Choose "Exchange Calendar" from the dropdown
   
5. Enter your Email address, Username, password, and the web services URL for your exchange server.
   Getting your Web Services URL
   
   1. Hold down the CTRL key and click on the Outlook Icon in the Windows System Tray (next to your clock)
   2. Select "Test E-mail Auto Configuration" from the menu
   3. Type in an email address located on your exchange server ([e-mail])
   4. Click Test
   5. The URL is listed as "Availability Service URL"
      
      
      
6. After entering the Exchange Server details, click "Save" on the Calendar Sync Setup window

Testing Calendar Sync

To test your Calendar Sync

1. Add an Item to your SalesNexus calendar
2. Click on More > Sync Calendars
   
   
   
3. The sync can take up to 5 minutes to display on your synced calendar, and if syncing with Google Calendar it can take up to 5 minutes for new items on your Google Calendar to show in SalesNexus.
4. If you see that your items are not syncing when you are testing, please reach out to [e-mail] for assistance