Calendar integrations

After syncing your preferred calendar app with Scoro, you can add, modify and delete events and tasks in either of the applications – Scoro will keep everything in sync. Even so, Scoro should be used as the primary source for modifying and adding data. This way you can add more information to your events and get thorough reporting on all activities – break reports down by team member, client, project, and activity. Note! Recurring events need to be added from Scoro.

Google Calendar

Integrating Scoro with Google Calendar lets you access all your Scoro calendar events in Google Calendar and vice versa. You can add, modify and delete events in either of the applications and Scoro will keep everything in perfect sync. 

To activate the integration go to Settings > Integrations.

Click on the button Sign In With Google. A pop-up is opened – this enables you to allow Google and Scoro to exchange information. To permit this, click Allow. This prompts the settings view to open.

You need to have the right to modify, the least, to be able to sync a calendar in Google with Scoro. The access rights can be defined in the calendar settings in Google.

If there are several calendars available in Google, choose from the dropdown which one you wish to sync with Scoro. Click OK.

If there is only one calendar available in Google, you will be directed from the authentication pop-up to the sync settings straight away.

 

 

Take the following steps in the settings:

1. Syncing of events is activated in the settings by default. Should you choose to stop the sync temporarily, deactivate the syncing of events. It is advised not to disconnect the whole calendar to prevent from configuring the settings again.

2. Choose the direction of the sync: should the events be synced both ways, to Scoro or from Scoro. Note! If events are synced both ways with the Two-Way sync, then Scoro calendar will always be the primary calendar.

3. Choose whether guests can modify events. This is disabled by default.

4. Choose whether guests can see and invite participants. This setting will be automatically enabled if guests can also modify events.

5. Define an e-mail address where notifications can be sent in case of any errors.

6. Save the settings by clicking on Save.

 

The calendar information is exchanged every 5 minutes (the first sync is activated right after these changes are saved). 

In case of ongoing sync, the start date and time are displayed above the settings table.

In the case of two-way sync, the events can be accessed in both applications right after the first sync.

If there are events that were not synced it is displayed so in the settings table.

Should any errors occur you can view the logs by clicking on the Logs button.

Note! When syncing your personal events from Google Calendar to Scoro, make sure you mark the visibility of these events as Private in Google. Otherwise, all events are synced to Scoro as public and the contents of the events are visible to everyone who has the right to look at your calendar.

Things to know about the Google integration

1. Sync rules

Scoro to Google

• We always try to sync the event on behalf of the user who is the event owner. If this user does not have an active Google Calendar integration, then the event is synced on behalf of a participant who has. 
• If the event is initially synced from Google to Scoro, but the event owner is not a Scoro user or does not have an active Google integration, and the event is later updated in Scoro, then we will show a warning message that these changes cannot be sent to Google as event owner does not allow other participants making the changes. Note! If the event owner has enabled the option for other participants to modify the event, then this rule does not apply and no warnings are shown for users.

 

 

Google to Scoro

• Similar rules apply compared to Scoro to Google direction. If the event owner is not syncing events to Scoro or does not have Two-Way sync enabled, then the event is synced on behalf of any other participant who is. The system remembers who the actual event owner is and if other participants are not allowed to modify the event, then changes made in Scoro are never synced back to Google.
• We also sync the Google Meet call link which gets added to the conference call link field in Scoro.

Participants

All Scoro users who are participants will be added as attendees on the same event when it is synced to Google or back to Scoro. Guests are added as attendees as well.

Participants for the event in Scoro are added based on the attendee e-mail address in Google. If the attendee's e-mail address matches a Scoro user's e-mail, then this user is added as a participant. Or if the e-mail matches with an active Google Calendar integration account, then the system will also find and match the Scoro user. This is very useful for participants that use a different e-mail address to set up the integration and want the events to appear in Scoro as well.

Apple Calendar

Integrating Scoro with Apple Calendar and other CalDAV-enabled calendars lets you access all your calendar events from other calendars in Scoro and vice versa. You can add, modify and delete events in any of the applications and Scoro will keep everything in perfect sync.

To activate the integration in Scoro go to Settings > Integrations > iCal Calendar.
You will need to generate an app password and use it to set up the sync on the app on your device.



Then set up the sync on your device:

iPhone & iPad
Settings > Passwords & Accounts > Add Account > Other > Add CalDAV account
Account Type: CalDAV
Username: Scoro username
Password: Generated app password
Server address: https://your_site/caldav/principals/your_username/
Depending on your Calendar version it can be: https://your_site/caldav/calendars/your_username/
Description should not be changed

Apple computer
Calendar > Add account > Other CalDAV account > Account type "Advanced"
Username: Scoro username
Password: Generated app password in Scoro
Just click on the blue button Generate app password and copy this password to the iCal app.
Server address: your_site (e.g. https://sunrise.scoro.com)
Server path: /caldav/principals/your_username/
Depending on the Calendar version the path can be: /caldav/calendars/your_username/
Port: 443

Note! If you cannot access Integrations under settings, ask your site admin to give users the right to set up integrations under the relevant integrations. Only then users can generate the passwords needed to activate the integration in their device.

MS Exchange - Office 365 - Outlook

Integrating Scoro with MS Exchange/Office 365 lets you access your MS Exchange/Office 365 calendar events in Scoro and vice versa. You can add, modify, and delete events in either of the applications and Scoro will keep the data in sync. 

To activate the integration go to Settings > Integrations > MS Exchange.

Click on the button Connect to MS Exchange. 



You will be redirected to the MS Exchange login page. After a successful login (when logging in for the very first time) you’ll see a pop-up that enables you to allow MS Exchange and Scoro to sync data. To permit this, click Allow. 

Take the following steps:








 



Should any errors occur you can view the logs by clicking on the Logs button.

Note! If you cannot access MS Exchange under settings, ask your site admin to give users the right to set up this integration on the MS Exchange integration page. Only then can users connect their MS Exchange account and activate the sync.




Note! Recurring events are currently not synced as a whole, only the first occurrence is synced. 

When syncing your personal events from MS Exchange to Scoro, make sure you mark the visibility of these events as Private in MS Exchange. Otherwise, all events are synced to Scoro as public and the contents of the events are visible to everyone who has the right to see your calendar.


Note! If you're already using Outlook sync and also activate Exchange, you'll end up with duplicate new events. To avoid this, first, deactivate Outlook sync and then activate Exchange. 

In case you need to update your Exchange username/password, use the Update credentials option. If the Exchange server has changed, please contact us at help@scoro.com.
For Office 365 use the server outlook.office365.com

One-way or two-way sync?

One way sync

One-way sync is the perfect option if only one calendar is used for adding, updating, and removing events, regardless of whether it is done in Scoro or Exchange. In that case, there’s no need to worry about duplicate or missing data. 

There are two options for one-way sync:
From Scoro  - events created in Scoro are synced to Exchange.
To Scoro - events created in Exchange are synced to Scoro.

Note! When using one-way sync and making changes in the other (not your main) calendar, this data is not synced back to the first app.

Two-way sync 

Two-way sync is a great way to keep everything up to date on both applications at the same time. Yet, there are a few things to keep in mind when setting up the MS Exchange integration with Scoro using two-way sync. 

Benefits of two-way sync:
You can use either calendar for adding, removing, or modifying events.
You can be sure that your calendar is up to date, regardless of whether they check their calendar in Scoro or MS Exchange.

Things to know about the Exchange integration

1. The event organizer is not a Scoro user or does not have an active integration between Scoro and Exchange. In that case, the user will be notified of this when updating the event. Also, if the event is first updated in Scoro, then the event update again by the organizer, some of the data (like event description and date) will be overwritten, yet, for example, the list of participants is updated and all users added in Scoro will remain attached to the event. 




2. Some of the Scoro users are not added as participants to the events. This is often caused by the fact that the Scoro user email and the Exchange account email are different. If the invite is sent to the Exchange account email and the participant does not have an active Exchange integration with Scoro, they will be attached to the event as a guest, not as a participant.

Note! It does not affect users who have an active integration, even if the email addresses are different.


3. Double notifications sent to external participants. If the invite is sent from Scoro and the event is synchronized to Exchange, the external guest will receive an additional invitation from the Exchange calendar as well.

Note! Each time an update is synchronized from Scoro to Exchange, an invitation update is sent to all participants, except when adding or removing participants.


Recommended Sync settings:

It is strongly recommended that the event synchronization is set up the same way for all Scoro users. The integration works best if the synchronization direction is set to two-way and the primary source is Scoro.




To avoid duplicates, it is recommended that all users use the same calendar integration, either Google Calendar or Exchange.
A user should not connect both calendars at the same time. This will result in a loop and cause an infinite amount of duplicates!

Setting up Outlook calendar integration and outgoing SMTP while using 2-step verification

You only need to create an app password if you have two-step verification turned on and are using an app that doesn't support it. To create a new app password for an app or device, take the following steps. You can repeat these steps to create an app password for as many apps or devices as you need.

1. Go to the Security and privacy page and sign in to your Microsoft account.

2. Select Additional security verification.

3. Select Create app password. A new app password is generated and appears on your screen.

4. Enter this app password where you would enter your normal Microsoft account password in Scoro.