Synchronizing Nonprofit Vertical CRM with Google Calendar

Synchronizing Nonprofit Vertical CRM with Google Calendar

Synchronizing calendar entries of Google Calendar and that of the Nonprofit Vertical CRM Calendar is now made easy with the Google Calendar Synchronization feature. You can update the calendar entries in either Google Calendar or Nonprofit Vertical CRM and have them updated in both.

Availability

Profile Permission Required: Users with the Sync with Google Calendar permission can access this feature.


Note:

  • You should also have the profile permissions for Sync with Google Calendar and the Activities tab, i.e. View, Create, Edit and Delete permissions.

To configure synchronization settings

  1. Log in to Nonprofit Vertical CRM.
  2. In Nonprofit Vertical CRM, go to Setup >Extensions and API's > Google > Calendar.
  3. In the Calendar Synchronization page, do the following:
    • Select the Sync Calendar from the drop-down list.
    • Choose any one of the SyncOptions:
      • 2 Way Sync
      • 1-Way: Nonprofit Vertical CRM Calendar to Google Calendar
      • 1-Way: Google Calendar to Nonprofit Vertical CRM Calendar
    • Select an option for the guests that you add in your events:
      • Add guest(s) in Google Calendar events as Contacts in Nonprofit Vertical CRM.
      • Do not add them.
  4. Click Save.

Note:

  • For both 1-way or 2-way synchronization for the first time, 5000 calendar entries for the past 3 months, from Google Calendar are synchronized with Nonprofit Vertical CRM. For the consecutive syncs, maximum 500 entries will be synchronized.
  • When you add an event in Nonprofit Vertical CRM, it will be synchronized instantly but events from Google Calendar will be synchronized every few minutes.
  • If you delete the sync configurations and again synchronize the calendar events, then duplicate records will be created. In case of two-way sync, duplicates will be created in both Nonprofit Vertical CRM and Google Calendar.
  • Events added from Google Calendar will be added under the All Events list view in Nonprofit Vertical CRM.
  • Only the Calendars for which you have the Read and Write permission will be listed in the Google Calendar drop-down list.
  • In case of two pop-up reminders for the event coming from Google Calendar, only the first pop-up reminder will be added in CRM.
  • Events with no title in Google Calendar will be added with the Subject as " Not Provided " in CRM.
  • We do not support the synchronization of recurring events.

The data will be transferred based on the field mapping mentioned below:

Nonprofit Vertical CRM Fields
Google Calendar Fields
Subject
Title
Start date time/end date time
same as Nonprofit Vertical CRM
Remind At
Reminders
Venue
Where
Description
Description
Add Invitees
Add guests

To deactivate the calendar synchronization

  1. Log in to Nonprofit Vertical CRM.
  2. In Nonprofit Vertical CRM, go to Setup >Extensions and API's > Google > Calendar
  3. In the Calendar Synchronization page, click the Deactivate link.
For more information on syncing Nonprofit Vertical CRM with Google calendar watch this short video.

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