Microsoft Outlook Calendar Integration

Syncro uses Microsoft's OAuth-based integration system to facilitate the most secure and solid calendar integration possible. Unlike other systems, we store a token that's only allowed to access your calendar, not your entire Active Directory domain credentials. 

What Syncs & What Doesn't

Set Up the Syncro-Outlook Integration

Notes: 

• You must have an Office 365 Business/Enterprise account with administrative privileges to complete these steps.
• Each individual Syncro User/tech must authenticate their own Outlook calendar.

To integrate your Microsoft Outlook calendar with Syncro, follow these steps:

1. From your Syncro User Profile menu, select My Calendars.
2. Choose the Microsoft Outlook Calendar option.
3. Log into your Office 365 Business/Enterprise account where you have administrative privileges:
   
   Note: You can't log into a personal Microsoft account for this integration.
4. On the Permissions Requested screen, check the “Consent” box, then click Accept:
   
5. On the pop-up that appears, click Calendar:
   
   Tip: To get a clearer view, click the caret in the upper-right corner to minimize the header so it shows only the Primary Navigation bar. 
6. When the pop-up closes, click Enable 2-Way Sync:
   
   Note: If you don't click Enable 2-Way Sync, the integration is still active, but will operate only in one direction (from Syncro TO Outlook). 
7. You can now schedule appointments from either Syncro or Office 365:
       
   Note: The Syncro calendar will only sync appointments specifically assigned to the User/tech (who set up the integration), via their email address.
   Tip: [O] or [S] in the appointment title helps you identify which system the appointment originated from.

Outlook ICS Calendar Integration

An ICS/iCalendar standard is an older way to create a connection between calendar services; you essentially subscribe to a calendar from another one. The screenshots show this flow using Outlook.

To subscribe to an ICS calendar in Syncro, follow these steps:

1. Click on your name in the Syncro User Profile menu, then select My Calendars.
2. At the bottom left corner of the Syncro calendar, click the “Subscribe to ICS” link:
   
   Note: If you don't see this link, click Toggle View (Calendar) in the upper right.
3. In the browser tab that opens, copy the URL:
   
4. In Outlook, navigate to Calendars:
   
5. Click Open Calendar then choose “From Internet...”:
   
6. In the dialog that appears, paste the URL you copied, then click OK:
   
   Your entries for 60 days prior and 60 days in the future appear on the Outlook calendar:
   
   Note: The ICS link only updates every 30 minutes, so if you are testing this feature, please be aware of that.

Troubleshooting Outlook Integrations

500 Error Message

If Syncro displays a 500 Error during setup:

Make certain that you're logging into an Office 365 Business/Enterprise account where you have administrative privileges.

This error may display if you attempt to log into a personal Office 365 account, or one without the appropriate permission levels.

Office 365 Is Not Syncing

If Office 365 is not syncing, follow these steps:

1. Click on your name in the Syncro User Profile menu, then select My Calendars.
2. Click the “*Updated* Office 365 Outlook Calendar" link/icon.
3. Click Unlink Outlook Calendar.
4. Now that the calendar is unlinked, click the Calendar button to re-add it (as described in step 6 above). 
5. Be sure to click Enable 2-Way Sync to turn this on.

Test Syncro-Outlook Syncing

To test syncing after making changes, follow these steps:

1. Create a new appointment in Syncro, then verify the new appointment appears in Office 365.
2. When it does, update the appointment in Office 365, then verify that the changes appear in Syncro.
3. Create a new appointment in Office 365, then verify the new appointment appears in Syncro.

Note: There could be a delay at first, so be sure to wait a bit. If an hour has passed and the syncing still isn't working, please reach out to support.

Duplicate Recurring Appointments After Relinking (EA only)

If you previously created recurring appointments manually in Syncro as a workaround for the recurring event sync limitation, relinking your calendar triggers a backfill of those events from Outlook. Syncro cannot match manually created entries to backfilled events, so both will appear. Remove the manually created duplicates from Syncro after relinking.