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How to use vTiger Google Calendar ?

Overview :

Google Calendar extensions allow each user to set up their own Google Calendar Configuration to Sync event from vTiger to Google and vice versa.

Features :

  • Admin can configure the Credentials, Add Settings for Sync Events and also be able to select Users for which they want to allow Sync from vTiger to Google and vice versa.
  • Users are able to see the Log of Sync Events.

How to use vTiger Google Calendar ?

1. In the CRM Menu Page → Click on Sales → Click GoogleOffice365Suite Link
Google Calendar step-1
2. Once GoogleOffice365Suite Page opens, It’ll look like as shown in the below screenshot.
Google Calendar step-2
Non-admin user see page like below if Admin User does not allow him/her for Sync Events from vTiger to Google and vice versa.
Google Calendar step-2 next
3. Click on Google Calendar
Google Calendar step-3
After clicking on Office365 Contacts, the screen below will open.

  • Authentication Configuration : Configure the Credentials of Google for Sync Data.
  • Generate Token : Generate the Token of the Google User and Configure the Module Settings.
  • Sync Outlook Contacts : Do the Manual Sync Process and Configure the Automatic Sync.

Note : Step 2 & 3 will be disabled until Step 1 will be configured.
Google Calendar step-3-next
4. Once the User clicks on Step 1 Authentication Configuration, It’ll look like as shown in the screenshot below.
Client Id : Client Id is a public identifier which we can retrieve through the Google Project to sync the data between Google and vTiger CRM.
Client Secret : Client Secret is confidential and should only be used to authenticate the application which also we can retrieve through the Google Project to sync the data between Google and vTiger CRM.
Domain URL : Enter CRM URL.
Google Calendar step-4
Click on “Edit” for Configure the Client Id, Client Secret and Domain URL which is necessary to Sync Events from vTiger to Google and vice versa.
Google Calendar Edit
5. Once you save the configuration, it will look like the below screenshot.
Note: User can configure only one configuration at a time means user can’t configure multiple credentials.
Google Calendar Note
6. Once a user adds Authentication Configuration, Generate Token Step 2 is enabled for further processes as shown in the below screenshot.
Google Calendar Authentication
7. Once user click on Step 2 Generate Token, It’ll look like as shown in the screenshot below.
Google Calendar user
8. Once a user clicks on the “Here” Link for Generating the Token, it’ll redirect to the Gmail Login Page/Gmail Account Selection.
Google Calendar Token
9. Once user Select/Enter the Gmail Account for configuring Google Calendar, It’ll ask for permission if you have or not to Configure the Calendar.
Google Calendar Verify
10. Once a user clicks on “Continue”, It’ll ask for permission to allow sync Events from vTiger to Google and vice versa.
Google Calendar Event
11. After allowing Google Calendar to sync the Event, It’ll look like the below screenshot.

Google Calendar Sync Google Calendar Sync-1
  • In Google Calendar List, You can select only one calendar.
  • In the Assign User List, You can select multiple users.

12. After Configuring all details in Step 2 Generate Token, Step 3 Sync Google Calendar is enabled as you can see in the screenshot below.
Google Calendar Token
13. Once the user clicks on Step 3 Sync Google Calendar, It’ll look like the below screenshot where you can see the manual sync button for vTiger to Google and vice versa. Also users can see Log for synced Event by Clicking on the “View Sync Log” Button.
Batch Size : Enter the size of Batch means it’ll sync the amount/size of the data which is mentioned in the Batch Size at a single time.
Enter Minutes : Enter the Minutes which are used for the Scheduler for trigger.
Trigger the Automatic Sync : If the checkbox is checked then only Automatic Sync proceeds in the background after clicking on the Manual Sync for remaining data.
Google Calendar mannual sync
14. Created Event in vTiger as you can see in the below screenshot.
Google Calendar event detail
After creating event in vTiger you have to click on sync from vTiger.
Google Calendar create event
After syncing data you can see in google calendar the event is synced successfully.
Google Calendar sync
Once Click on the “View Sync Log” Button, It looks like the screenshot below.
Google Calendar sync Log
15. Once the record is synced, you can see that record in Google Calendar like in the below screenshot.
Google Calendar vtiger event
Also you can see sync records in CTGoogleCalendar’s “Sync Log”.
Google Calendar sync log
16. After that, Create event in Google Calendar like the below screenshot.
Google Calendar create event
17. Once an event is created in Google, Go to CTGoogleCalendar “Step – 3” for sync Events. Once a user clicks on “Sync from Google”, it will look like the below screenshot where you can see the number of records is Created and Update & Deleted.
Google Calendar sync
18. Once the record is synced, you can see that record in vTiger Event Module like in the below screenshot.
step18-google-calendar-record
Also you can see sync records in GoogleOffice365 “Sync Log”.
step18-google-calendar-sync-log
19. For Automatic Sync of Events, 2 Schedulers available in the CRM Settings->AUTOMATION->Scheduler as shown in the below screenshot once the CTGoogleCalendar Plugin installs.
Note : For Sync Events automatic using Scheduler, you need to set up vTiger Cron on Server.
step19-google-calendar-crm-setting

Updated on January 19, 2023

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