How to connect your Microsoft Exchange Calendar to Pipeliner
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings”:
Click “Activate” beside Exchange Appointments:
A window will popup to enter your credentials. Enter the Email and Password you use to login into Outlook.
If you are not able to login successfully, click the “Advanced Settings Checkbox” and enter additional information.
NOTE: You may need to contact your IT team for additional information.
Verify that your email has been connected. The word “Activated” will appear near to the email address you have connected beside Exchange Appointments:
How to sync events bidirectionally
- Now that your Exchange Appointments integration is activated a new Pipeliner calendar will be created in your Outlook account — appointments where you are the owner or an attendee of will sync over from Pipeliner to your Outlook account.
- This sync is bi-directional so any appointments you create within the newly created Pipeliner Outlook Calendar will appear in Pipeliner in the Activities menu.
- Only certain fields will be synced from Pipeliner to Outlook. Please see the fields: Subject, Location, From, Start Date, End Date, Guests, Description.
- Appointments/Events can take up to 15 minutes to sync.
Follow the example below to understand how to sync Outlook Calendar.
To sync an event from Pipeliner to Outlook Calendar, add a New Appointment in Pipeliner & Click “Save”:
Look for your Pipeliner calendar within Microsoft Outlook Calendar 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 Pipeliner calendar:
To sync an appointment from Microsoft to Pipeliner, add a new event from the Microsoft Calendar. When adding this meeting, make sure you add it on the Pipeliner Calendar. The folder name will appear toward the bottom of your New Appointment screen with the name “Pipeliner”. Any appointments you add on other calendars WILL NOT sync over:
Once you save this appointment, it will appear on your calendar within the Pipeliner application.