The Calendar Subscription feature allows you to set up a one-way feed from your calendar in CRM to Microsoft Outlook, Google Calendar or Apple Calendar. Your "external" calendar will update in accordance with the settings in your calendar app (that is, there is no setting in Marketscape CRM). When you set up the connection, events from Marketscape CRM from one month in the past and up to 2 months in the future will be displayed in your external calendar.
We will show you how to get the links to set up the connection between Marketscape CRM and your calendar software, then we will provide some tips for working with Outlook and Google Calendar. The process for setting up Apple Calendar is slightly more "automatic" as you will see.
Although you can get the required link/file (for Outlook) through the CRM Mobile App, it is far easier to set up both Outlook and Google Calendar from the Web app. So we will show you what to do through the web interface first. There is a way to manually create the Apple link, which we will show you in Extra Super-Techy Option, at the bottom of the article
Marketscape CRM for Web
To get the needed file, follow these instructions:
- Click on the Profile Settings dropdown at the top right of any page.
- This opens the menu shown in the next image. Click on the "My Profile" link.
- This will open the "My Profile" page and you will need to scroll down to the "Calendar Settings" section.
The content in the blue box is a link.
If you don't see the link with your name and "Calendar" and the long string of characters, you will see this instead:
- Click on the "Generate Link" link to create the extended link that includes the lengthy code. (As shown in the blue box.)
The text in the box (above) is a link that opens up the menu in the following image:
The menu that opens provides you with 5 options which are described below.
The first three options are different ways of creating an .ICS file for your Outlook calendar.
Copy to Clipboard
This copy to clipboard option is available to you in both web and mobile; and for Apple devices, and in the Android mobile app. When you use this option, you will copy to your device clipboard a Web URL that aligns with your device. We will show you what this looks like on each device below.
If you choose this option in the web app, you will see the following confirmation dialog box:
What you have just copied will look like one of these:
For Outlook: https://crm-api.trellahealth.com/calendar/subscriptions/82474de8-1ebe-470b-b9a0-0bf78e5768b6
For iOS: webcal://crm-api.trellahealth.com/calendar/subscriptions/82474de8-1ebe-470b-b9a0-0bf78e5768b6
Using the link
The link you just copied can be pasted in a text message or an email so you can send it to yourself for use on another device. You need to make sure that you send this link to a similar device. For example: if you "copy to clipboard" on an iPhone and try to use that link on a PC, you will get an error asking you how to open the link.
- Created on PC or Android - If you paste the link into a web browser it will create a file in your download folder called "Cal.ICS." .ICS files can be used in Microsoft Outlook to add the subscription to your calendar. We will show you how to use this .ICS file below.
- Created on iPhone - Using the link will open your Apple Calendar and walk you through adding the calendar (see iPhone below).
If you click the "Share" option, an email will be sent to you that has the subscription link. The link is the same as if you had copied it to your clipboard and emailed it, and it can be used to create an .ICS file in a web browser. When you click the link, you will receive the following confirmation:
If you choose the "Google Calendar" option, a browser window will open to facilitate immediately adding your Marketscape CRM calendar to your Google calendar.
Simply put, you can click on "Add" to add your Marketscape CRM calendar to your Google Calendar.
If you click on this option, you will receive the following alert:
Please click cancel. If you don't want your Marketscape CRM calendar event forwarded to an external calendar, just don't set it up.
If you do decide to delete subscription, it will turn off the feed to all of your external calendars. Then, if you want to set up a calendar link again, you can choose to generate another link.
Marketscape CRM Mobile - Android
You can do many of the same steps on your Android phone as you can do in Marketscape CRM for web.
Once you have sent the link, you can use it to create the .ICS file needed to add your calendar to Microsoft Outlook, or Google Calendar (See below).
Marketscape CRM Mobile - iPhone
Follow the instructions below to
One up side of having an iPhone is that the process quickly moves you to the "Add Calendar" interface.
If you use the web link (that you emailed or just copied to clipboard) in a browser on any Apple device, it should take you directly to your calendar software for that device.
Using an .ICS file to add a calendar
Once you have an .ICS file created using any of the options listed above, here is how you can connect the calendar using the .ICS file.
The easiest way to add a calendar subscription to Outlook on your desktop computer is to navigate to the location of the .ICS file and double click on it. A dialog box will open that will allow you to choose Outlook.
If you have added calendars to Outlook before, this process might skip this step.
- Click on Outlook then click the "OK" button at the bottom.
The following dialog box will open
- The best option is to "Open as New"
A new item will appear in the section of "Other Calendars."
You will also notice immediately that new items will appear in the additional calendar.
- Login to Outlook online
- Click on the calendar icon, and then click "Add Calendar."
- There are many options. You will want to choose "Upload from File." You can either drag the file onto the page or use the "Browse" option to navigate to the location of your downloads.
- Click the import button. This does take some time, but you will receive a confirmation that the calendar has been uploaded.
You will notice that events from your Marketscape CRM calendar are immediately visible in your calendar
If you set up a calendar subscription on Outlook Web, it will show up in your desktop app.
Using an .ICS file for Google
The easiest way to add your calendar subscription to Google Calendar is to use the Google Calendar option described above. Google describes how you can use the .ICS file you created above to connect your Marketscape CRM calendar to Google Calendar.
Extra Super-Techy Option
If you looked closely at the web links that are created by various options in the Calendar Subscription settings, you might notice that the only difference is what you see in the two modified links below.
All of the Xs represent the code that you will see used in most steps that identifies your calendar.
The "webcal" at the beginning of the link will work for Apple products. If you use the link starting with "https" the link will create an .ICS file when added to a browser. If you need to set up your calendar on multiple different device types, you can use your specific calendar code to replace the Xs in the links above.
Or just follow the instructions above for the appropriate device. :)