PRE-REQUISITES: In order to use this integration, you will need to have a Coevera Cloud subscription and a G Suite account.
First your Administrator will need to make sure that the integration is enabled for your Coevera space (see section For Admins Only if you can't access).
How to Activate Google Calendar Integration
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings” ⤵
Click “Activate” beside Google Calendar under Google Integrations ⤵
A window will pop-up giving you visibility of all the Google Accounts you are logged into. Please select the account you wish to integrate with Coevera.
NOTE: If you do not receive a pop-up, please enable pop-ups on your internet browser ⤵
Click the “Allow” button on the following page ⤵
Select Folder you want to synchronize
Existing Calendar
Select one of your existing Calendar folders from the dropdown.
This folder will be used for syncing appointments to and from Coevera.
Create a new calendar
A new Calendar will be added to Google and only appointments added to this “Coevera” folder will be synced to and from Coevera.
Once you’ve selected the right folder for you, click on "Finish".
Verify that your email has been connected. The word “Activated” will appear near to the email address you have connected beside "Google Calendar" under Google Integrations ⤵
NOTE: The usage examples below assume that you’ve selected a new Calendar to be created but the same principles apply if you have selected an existing folder instead.
Private Appointments
From version 4.15, there is a new option which allows you to choose whether to sync private appointments or not.
IMPORTANT: The option to “Synchronize Private Appointments” is automatically enabled for all users. Anyone wishing to switch it off will need to navigate to their User Avatar, then the “Settings” button and the “Apps” tab and choose “Configure” to turn the synchronization of private appointments off.
NOTE: When the option is turned off (or turned on again) only new instances of Private Appointments are not synced/synced. No existing synced appointments will be removed from Coevera (even if they are already marked as “private” in Outlook). If a user wants to delete these private appointments from Coevera, they should first disable private appointment syncing and then delete the previously synced private appointments from Coevera.
How Does it Work?
Now that your Google Calendar sync is activated a new Coevera calendar will be created in your Google account, appointments where you are the owner or an attendee of will sync over from Coevera to your Google account.
This Sync is bidirectional so any events you create within the newly created Coevera Google Calendar will appear in Coevera.
Only certain fields will be synced from Coevera to Google. Please see the Coevera field name with the Google field name in parentheses: Subject (Title), Location (Where), From (Start Date), To (End Date), Attendees (Guests).
Appointments / Events can take up to 15 minutes to sync.
Follow the example below to understand how to sync Google Calendar.
To sync an event from Coevera to Google Calendar, add a New Appointment in Coevera and click “Save” ⤵
Look for your Coevera calendar within Google and make sure it's checked on “My Calendars” on the left side of your screen. Once checked, all Appointments you’re an owner or attendee of should appear within your Coevera calendar ⤵
To sync an event from Google Calendar to Coevera, add a new event from the Google Calendar. When adding this meeting, make sure you add it on the Coevera Calendar (you can select your calendar from the dropdown as depicted in the image below). Any events you add on other calendars WILL NOT sync over ⤵
Once you "Save" this event, it will appear on your calendar within the Coevera application.
FOR ADMINS ONLY
Enter the Admin Module — from the Coevera Application, click on the App Switcher in the top left corner ⤵
NOTE: Only Administrators will see the Administration menu.
Click on the Automation Hub tab and check that "Google Calendar" is running in the "My Apps" section. If not, find it in the "Most Popular" section and click on "Add for Free" to activate it.
Then go back to the App by clicking on the App Switcher in the top left corner again and selecting "CRM Application".