Google Calendar
Connect a calendar and view reminders from your worklists.
Google Calendar lets you see planned calls, viewings and other activities alongside your personal schedule. SOM creates events from worklist entries that have a reminder date and time.
Connect your calendar
- Open Calendar settings in the SOM user menu.
- In the web version of Google Calendar, open the settings for the calendar you want to use. Copy its ID from Integrate calendar and paste it into the corresponding SOM field.
- Copy the service account address shown in SOM. Add this address in the Google Calendar sharing settings with permission to make changes to events. See Google’s calendar sharing guide.
- If needed, select Send only tasks to Google Calendar and save the settings.
After saving, SOM also attempts to add your future reminders that have not yet been sent to the calendar. Check the result in Google Calendar.
Schedule an activity
Add an entry to an order worklist, contact, deal or activity, and set a reminder date and time. If you enabled sending only tasks, mark the entry as a task.
The event contains the entry text and a link back to SOM. Change reminders in SOM: it updates the linked event and deletes it when you remove the reminder date. Changes made directly in Google Calendar are not imported back into the worklist.
If an event is missing
Check the calendar ID, service account access, reminder date and the option to send only tasks. Make sure the connected calendar is visible and its time zone is correct.
If the settings are correct but events are still missing, contact support.