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Setting up your Calendar with Google/Office365

Article last updated:

Membrains Exchange/Office 365 and Google Calendar integration can now easily connect to Membrains Sales Calendar and help you stay on top of your business and personal appointments within Membrain.

Google Calendar Setup

Main Membrain Icon - My Settings - Calendar Sync

 

  • Click Add Google Calendar Sync
  • In the upper right corner of this box you can choose an account or "add account" if you wish to do so as well
  • You will see a list of Google calendars that you have access to, click on the one that you would like to sync with Membrain
  • Click on the Allow button to give Membrain access to your calendar
  • If requested, log in with your Google credentials

 

Office 365/Exchange Calendar Setup

Main Membrain Icon - My Settings - Calendar Sync

  • Click Add Add Office365/Exchange Calendar Sync
  • Enter your username and password for your calendar account
  • Enter your Server URL details in the box provided

Note:
If you use Office 365 enter https://outlook.office365.com/EWS/Exchange.asmx

If you use Exchange Calendar you may need to contact your IT Contact and ask for the correct URL details to connect to your Calendar

 

Troubleshooting

If you've gone through the setup steps above, but its not working, try these simple steps to troubleshoot:

Problem: With the Office365/Exchange sync, when I click on Save Account Settings, I get the message "Failed to validate access to the server with your credentials, please review your details"
Resolution: Check your username and password details you have entered are correct for your Office365 account/Exchange account. You can do this by verifying the details with your IT Contact, or by trying to log in manually to the Office365 portal.

Problem: My sync was working before, but now its just stopped. Why?
Resolution: This may be due to your credentials for your Calendar expiring or being changed. Double check your credentials and try again.  

 

Limitations

Due to differences in how the calendars in Membrain and Google/Microsoft are handled, there are some limitations to the sync:

  • Appointments older than 30 days are not synced.
  • All day appointments can not by synced to or from Google Calendar
  • Recurring appointments are not synced  to or from Office365 
  • Recurring appointments can sync from Membrain to Google Calendar, but not from Google Calendar to Membrain.
  • Attendees added in Office 365 are currently not synced due to Office supporting attendees that are only identified with an e-mail address - Membrain requires a Name, Company and E-mail address.
  • HTML content from Body in Office 365 is converted to plain text in Membrain
  • Membrain supports two-way syncing of Appointments with your Office 365 Calendar, in the following format;
    Contents (MB) <-> Subject + Body (O365)
    Location (MB) <-> Location (O365)
    Start / End (MB) <-> Start / End (O365)
    Participants (MB) -> Attendees (O365)
    Recurrence (MB) -> Recurrence (O365)