After syncing your preferred calendar app with Scoro, you can add, modify and delete events and tasks in either of the applications – Scoro will keep everything in sync. Even so, Scoro should be used as the primary source for modifying and adding data. This way you can add more information to your events and get thorough reporting on all activities – break reports down by team member, client, project, and activity. Note!
Recurring events need to be added from Scoro.
Integrating Scoro with Google Calendar lets you access all your Scoro calendar events in Google Calendar and vice versa. You can add, modify and delete events in either of the applications and Scoro will keep everything in perfect sync.
To activate the integration go to Settings > Integrations.
Click on the button Sign In With Google. A pop-up is opened – this enables you to allow Google and Scoro to exchange information. To permit this, click Allow. This prompts the settings view to open.
You need to have the right to modify, the least, to be able to sync a calendar in Google with Scoro. The access rights can be defined in the calendar settings in Google.
If there are several calendars available in Google, choose from the dropdown which one you wish to sync with Scoro. Click OK.
If there is only one calendar available in Google, you will be directed from the authentication pop-up to the sync settings straight away.
Take the following steps in the settings:
1. Syncing of events is activated in the settings by default. Should you choose to stop the sync temporarily, deactivate the syncing of events. It is advised not to disconnect the whole calendar to prevent from configuring the settings again.
2. Choose the direction of the sync: should the events be synced both ways, to Scoro or from Scoro.
3. Select the primary calendar. If changes are made in both applications at the same time the selection of the primary calendar defines which changes are prioritized.
4. Select if the sync should be automatic or manual. In the case of the automatic sync, the information is exchanged every 5 minutes (the first sync is activated right after these changes are saved). With the manual sync click on Synchronize now each time you need to activate the sync.
5. Define an e-mail address where notifications can be sent in case of any errors.
6. Save the settings by clicking on Save.
In case of ongoing sync, the start date and time are displayed above the settings table.
In the case of two-way sync, the events can be accessed in both applications right after the first sync.
If there are events that were not synced it is displayed so in the settings table.
Should any errors occur you can view the logs by clicking on the Logs button.
Note! When syncing your personal events from Google Calendar to Scoro, make sure you mark the visibility of these events as Private in Google. Otherwise, all events are synced to Scoro as public and the contents of the events are visible to everyone who has the right to look at your calendar.
Note! When creating an event in Scoro and adding all the relevant users to the event, then syncing them to Google, and adding external guests in Google, make sure you remove yourself (organizer) from the guest list to avoid duplicate events.
Integrating Scoro with Apple Calendar and other CalDAV-enabled calendars lets you access all your calendar events from other calendars in Scoro and vice versa. You can add, modify and delete events in any of the applications and Scoro will keep everything in perfect sync.
To activate the integration in Scoro go to Settings > Integrations > iCal Calendar.
You will need to generate an app password and use it to set up the sync on the app on your device.
Then set up the sync on your device:
iPhone & iPad
Settings > Passwords & Accounts > Add Account > Other > Add CalDAV account
Account Type: CalDAV
Username: Scoro username
Password: Generated app password
Server address: https://your_site/caldav/principals/your_username/
Depending on your Calendar version it can be: https://your_site/caldav/calendars/your_username/
Description should not be changed
Calendar > Add account > Other CalDAV account > Account type "Advanced"
Username: Scoro username
Password: Generated app password in Scoro
Just click on the blue button Generate app password and copy this password to the iCal app.
Server address: your_site (e.g. https://sunrise.scoro.com)
Server path: /caldav/principals/your_username/
Depending on the Calendar version the path can be: /caldav/calendars/your_username/
Note! If you cannot access Integrations under settings, ask your site admin to give users the right to set up integrations under the relevant integrations. Only then users can generate the passwords needed to activate the integration in their device.
MS Exchange - Office 365 - Outlook
Integrating Scoro with MS Exchange/Office 365 lets you access your MS Exchange/Office 365 calendar events in Scoro and vice versa. You can add, modify, and delete events in either of the applications and Scoro will keep the data in sync.
To activate the integration go to Settings > Integrations > MS Exchange
Click on the button Connect to MS Exchange
You will be redirected to the MS Exchange login page. After a successful login (when logging in for the very first time) you’ll see a pop-up that enables you to allow MS Exchange and Scoro to sync data. To permit this, click Allow
. Take the following steps:
1. Decide, whether you wish to sync events, people, or both between Scoro and MS Exchange. For events, only the main calendar in your MS Exchange account will be synced.
2. Choose the direction of the events sync: should the events be synced both ways, only to Scoro, or from Scoro. In the case of two-way sync, the events can be accessed in both applications right after the first sync.
People can be synced one way: from Scoro to MS Exchange.
3. Select the primary source for events. If changes to the same event are made in both applications, the changes are based on your primary calendar.
By default, the primary source of sync is Scoro, meaning both new events added and existing events modified are synced from Scoro to Exchange. In case of any differences in information between the two apps, Scoro is used as the single source of truth, and the data in Exchange is updated accordingly (based on the primary source).
Note! For one site, all users are recommended to use the same option for the primary source, when using two-way sync.
For people, the primary source is always Scoro.
4. Select the start date. If you are activating this integration for the first time, you can choose whichever date you wish. All events and people added since that date will be synced.
5. Select if the sync should be automatic or manual. In the case of the automatic sync, the information is exchanged every 5 minutes (the first sync is activated right after these changes are saved). With the manual sync click on Synchronize now each time you wish to start the sync.
6. Define an e-mail address where notifications can be sent in case of any errors.
7. Save the settings by clicking on Save.
Should any errors occur you can view the logs by clicking on the Logs
If you cannot access MS Exchange under settings, ask your site admin to give users the right to set up this integration on the MS Exchange integration page. Only then can users connect their MS Exchange account and activate the sync.Note!
Recurring events are currently not synced as a whole, only the first occurrence is synced.
When syncing your personal events
from MS Exchange to Scoro, make sure you mark the visibility of these events as Private
in MS Exchange. Otherwise, all events are synced to Scoro as public and the contents of the events are visible to everyone who has the right to see your calendar.Note!
If you're already using Outlook sync and also activate Exchange, you'll end up with duplicate new events. To avoid this, first, deactivate Outlook sync and then activate Exchange.
In case you need to update your Exchange username/password, use the Update credentials
option. If the Exchange server has changed, please contact us at email@example.com
For Office 365 use the server outlook.office365.com
One-way or two-way sync?
One way sync
One-way sync is the perfect option if only one calendar is used for adding, updating, and removing events, regardless of whether it is done in Scoro or Exchange. In that case, there’s no need to worry about duplicate or missing data.
There are two options for one-way sync:From Scoro
- events created in Scoro are synced to Exchange.To Scoro
- events created in Exchange are synced to Scoro.Note!
When using one-way sync and making changes in the other (not your main) calendar, this data is not synced back to the first app.
Two-way sync is a great way to keep everything up to date on both applications at the same time. Yet, there are a few things to keep in mind when setting up the MS Exchange integration with Scoro using two-way sync. Benefits of two-way sync:
You can use either calendar for adding, removing, or modifying events.
You can be sure that your calendar is up to date, regardless of whether they check their calendar in Scoro or MS Exchange.
Things to know about the Exchange integration
1. The event organizer is not a Scoro user or does not have an active integration between Scoro and Exchange.
In that case, the user will be notified of this when updating the event. Also, if the event is first updated in Scoro, then the event update again by the organizer, some of the data (like event description and date) will be overwritten, yet, for example, the list of participants is updated and all users added in Scoro will remain attached to the event. 2. Some of the Scoro users are not added as participants to the events.
This is often caused by the fact that the Scoro user email and the Exchange account email are different. If the invite is sent to the Exchange account email and the participant does not have an active Exchange integration with Scoro, they will be attached to the event as a guest, not as a participant. Note!
It does not affect users who have an active integration, even if the email addresses are different.3. Double notifications sent to external participants.
If the invite is sent from Scoro and the event is synchronized to Exchange, the external guest will receive an additional invitation from the Exchange calendar as well. Note!
Each time an update is synchronized from Scoro to Exchange, an invitation update is sent to all participants, except when adding or removing participants.Recommended Sync settings:
It is strongly recommended that the event synchronization is set up the same way for all Scoro users. The integration works best if the synchronization direction is set to two-way and the primary source is Scoro.
To avoid duplicates, it is recommended that all users use the same calendar integration, either Google Calendar or Exchange.
A user should not connect both calendars at the same time. This will result in a loop and cause an infinite amount of duplicates!
Setting up Outlook calendar integration and outgoing SMTP while using 2-step verification
You only need to create an app password if you have two-step verification turned on and are using an app that doesn't support it. To create a new app password for an app or device, take the following steps. You can repeat these steps to create an app password for as many apps or devices as you need.
1. Go to the Security and privacy page and sign in to your Microsoft account.
2. Select Additional security verification.
3. Select Create app password. A new app password is generated and appears on your screen.
4. Enter this app password where you would enter your normal Microsoft account password in Scoro.