Office 365 Calendar Integration

The following is the recorded version of the help article outlined below - using Google Workspace (Google Calendar) as an example, the process for setting up Outlook Calendar is the same.

You can now sync your Outlook calendar directly with Rave using your Microsoft 365 account. Here’s how to set it up:

Note: If you see the below screen when you follow the instruction you are not subscribed to this module and will need to upgrade your branch.

1. Click on your profile dropdown in the top-right corner of the Rave screen.
2. Select Profile Settings -  Navigate to the Integrations tab.
   
3. On the Microsoft 365 integration page, click Connect.
4. When prompted, choose your default email account. Note: you may have more than one 365 account but can only sync one Microsoft calendar to Rave. If you are an admin on your accounts please ensure you choose the correct email to sync as your admin one may not be the correct one. 
5. Check the Consent box and click Accept.
6. You'll be redirected back to the integration screen where the box will show your name and your email address along with a Disconnect option in the top right.  A Manage button in the bottom left.
7. Click Manage to choose your specific calendar syncing and category preference and press Sync. Please note it can take up 10 minutes for your sync to be completed successfully. It will say active in green text beside the calendar once complete.  The category is used to display Rave events in your external calendar. It applies only to new events and will not affect existing ones. 
8. If you also have a google calendar sync set up you will need to choose one as the default. If you only have one set up it will auto default to that one calendar. 
9. Your calendar is now syncing
   
   

Note: Cancelling out of the process at any point before the sync is complete will send you to the dashboard/home page in Rave.

When a user is suspended, it will remove all calendars connected to that user. If the option to suspend and replace is selected the new user will take over the activities as owner. If the user is not replaced they will remain as activity owner but not be able to participate in the activity.

 
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To stop syncing your calendar you can select the red Stop Sync button and then you can press back to integrations and then select disconnect which will remove the connection entirely.

All actions taken in the syncing process are audit trailed using the Branch Integration audit trail. To read more about this feature click here.