How to Set up Calendar Sync
Robert Klotz avatar
Written by Robert Klotz
Updated over a week ago

Repbox has the ability for each user within the system to sync their Work Google or Office 365 Calendar to the Repbox Calendar.

This feature allows reps to either push events created within Repbox to their email calendar, pull events created in their email calendar to Repbox, or sync both ways. Syncing both ways means that regardless of where the event is created (Either in Repbox Calendar, or Email Calendar) the event will be synced to both calendars.

Follow these steps to set up the Calendar Sync:

First you are going to want to navigate to the Repbox Calendar. The easiest way to navigate to the module is to find the Date Widget button located at the top right of the Repbox window once signed in and looking at the dashboard. (The widget will be present regardless of what module you are currently in.) Once you select the date widget button, the screen will load to the Calendar module screen.

Once the Calendar module loads, you are going to want to find the "My Calendar" drop down and select it. From the options that display, you are going to want to select "List View"

Once the list view loads, you will then need to find the "Extentions" drop down at the top right of the screen. When selected, you will be prompted to choose between "Google" and "Office 365." Please select the one that applies. If you option does not show on the list, please email "Support@repbox.co" and we can have it added for you. If you are not sure what the correct option is, either contact your supervisor or Repbox Support and we would be more than happy to help figure it out!

Once an option is selected, you will be taken to the Calendar Sync setting page.

Office 365 Settings Screen:

Sync Direction: Choose one of the three options, FROM Repbox to Office 365; FROM Office 365 to Repbox; or Sync Both Ways (Mentioned above). You will need to choose a date to start the sync to avoid extremely old events from being pushed into Repbox. Once done, you will select the "Sync Calendar" button and a pop up log in screen will load. Here you will need to sign into your work email, or whichever email you wish to sync between Repbox. Once the log in is successful, you will need to save the Settings screen and you will be all set!

Google Settings Screen:

Sync Direction: Choose one of the three options, FROM Repbox to Google; FROM Google to Repbox; or Sync Both Ways (Mentioned above). You will need to choose a date to start the sync to avoid extremely old events from being pushed into Repbox. Once done, you will select the "Sync Calendar" button and a pop up log in screen will load. Here you will need to sign into your work email, or whichever email you wish to sync between Repbox. Once the log in is successful, you will need to save the Settings screen and you will be all set!

Once saved, you will be taken to the sync manage screen, where you can see all the events that successfully sync. When you are ready, click "Sync Now" and allow some time for the system to load and start putting in events into Repbox.

If you run into any issues, please feel free to contact Support@repbox.co and we will be more than happy to assist with any issues.

Sync Direction: Choose one of the three options, FROM Repbox to Office 365; FROM Office 365 to Repbox; or Sync Both Ways (Mentioned above). You will need to choose a date to start the sync to avoid extremely old events from being pushed into Repbox. Once done, you will select the "Sync Calendar" button and a pop up log in screen will load. Here you will need to sign into your work email, or whichever email you wish to sync between Repbox. Once the log in is successful, you will need to save the Settings screen and you will be all set!


Video How to:

Calendar Sync Set Up:

Calendar Sync Managing Access:

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