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How to connect iCloud

Updated

Connecting your iCloud Calendar with CRM 

Step 1: Obtain your unique app-specific password from Apple

Before you can connect your iCloud calendar to CRM Calendar, you must generate an app-specific password through Apple. This password is different from your standard Apple ID password. Apple requires both two-factor authentication and an app-specific password for secure connections to third-party apps like CRM Calendar.

To generate your app-specific password, follow these steps:

  1. Sign in to https://appleid.apple.com/.
  2. Enable two-factor authentication under the Security section if you haven't already done so.
  3. In the App-Specific Passwords section, choose 'Generate Password.'
  4. Enter a label for the password (for instance, "CRM Calendar") and click 'Create.'
  5. Copy the generated app-specific password for use in connecting your iCloud calendar with CRM Calendar.

 

Step 2: Integrate iCloud with CRM Calendar

  1. Click on the Settings button from the left navigation panel
  2. Select My Profile and go to Integrations
  3. You should see the option with iCloud Calendar > Click on Connect
  4. You will be asked to enter your iCloud Email Address and your app-specific password which you created in Step 1
  5. Your iCloud is Connected

 

Step 3: Configure Primary Calendar and Check for Conflicts

What is the Primary Calendar and how is it different from Check for conflicts?

 

The Primary Calendar serves as the central hub for all appointments scheduled within the CRM application. It also seamlessly syncs events from your iCloud calendar, ensuring all your important dates are in one place.

If you manage multiple calendars and want to prevent scheduling conflicts, you can integrate them using the "Check for Conflicts" feature. Events from these additional calendars will be visible within the CRM calendar, allowing the system to factor them in when determining availability.

 

To setup Primary Calendar where you want the CRM appointments to be pushed:

  1. Go to My Profile
  2. Click on Calendar Configuration
  3. Click on Edit under Primary Calendar
  4. Select the account from the list of accounts. Please remember the list would only show those accounts which are integrated with CRM application
  5. Save and you are all set with your Primary Calendar

 

For adding for calendars to Check for Conflicts:

  1. Go to My Profile
  2. Click on Calendar Configuration
  3. Click on Edit under Check for Conflicts
  4. Select the account from the list of accounts. Please remember the list would only show those accounts which are integrated with CRM application
  5. Save to enable check for conflicts for the selected accounts

 

Thus, in calendar configuration you have 2 segments:

  1. Primary Calendar : It reads all the calendar events from iCloud and it writes all the appointments to iCloud. 
  2. Check for conflicts : It only reads calendar events from iCloud.

Important Information specifically for iCloud Integration

Contact creation from iCloud events to CRM is not supported. Which also means that all the events coming in from iCloud would be treated as Blocked Slots and not appointments.

If a Blocked Slot is created in the CRM calendar for a user, that would not sync to the iCloud Calendar