How to connect iCloud Calendar with Vintory CRM
Updated March 26, 2024
To integrate iCloud Calendar,
- Click on the Settings button from the left navigation panel
- Select My Profile and go to Integrations
- You should see the option with iCloud Calendar > Click on Connect
- You will be asked to enter your iCloud Email Address and your app-specific password
- Hit Connect
*After integrating iCloud Calendar, configure Primary Calendar and Check for Conflicts.
What is Primary Calendar and how is it different from Check for conflicts?
- A Primary Calendar is where your appointments booked in the vintory application are displayed. Additionally, it also syncs all the events from your iCloud calendar into the vintory calendar.
If you have other calendars that you want to compare against to avoid double bookings, you can add multiple calendars in the Check for conflicts feature. The events from these calendars will also appear in the vintory calendar. When checking for availability, the vintory calendar will also take into account events from these calendars.
To setup Primary Calendar where you want appointments to be pushed:
- Go to My Profile
- Click on Calendar Configuration
- Click on Edit under Primary Calendar
- Select the account from the list of accounts. Please remember the list would only show those accounts which are integrated with Vintory application
- Save and you are all set with your Primary Calendar
For adding calendars to Check for Conflicts:
- Go to My Profile
- Click on Calendar Configuration
- Click on Edit under Check for Conflicts
- Select the account from the list of accounts. Please remember the list would only show those accounts which are integrated with Vintory application
- Save to enable check for conflicts for the selected accounts
Thus, in calendar configuration you have 2 segments:
- Primary Calendar : It reads all the calendar events from iCloud and it writes all the appointments to iCloud.
- Check for conflicts : It only reads calendar events from iCloud.
Important Information specifically for iCloud Integration:
Contact creation from iCloud events to Vintory is not supported. Which also means that all the events coming in from iCloud would be treated as Blocked Slots and not appointments.
If a Blocked Slot is created in the Vintory calendar for a user, that woould not sync to the iCloud Calendar