Google calendar synchronization makes work coordination easier using two-way synchronization between Severa and Google calendars.
Paid Google Workspace account is required for Google calendar synchronization.
Synchronization is safe and easy to set up using OAuth authentication. Once authentication is established for the company, each user can enable synchronization in Severa. Activities created in Severa are transferred to Google's calendar, and entries made in Google's calendar are transferred to Severa as activities.
Activities of type Project task are not synchronized.
Enabling calendar synchronization requires admin permissions to both systems. Follow the instructions and first make the necessary settings in Google Cloud Platform Console and then in Severa.
The email address used in Severa must be the same as the email address used in Google.
First, you need to create an account for synchronization authentication (both Google Drive and Google calendar). Follow the instructions below to create a service account in Google Cloud Platform Console.
- Log into Google Cloud Platform Console as super admin user.
- Choose from the following options:
- If you haven't used the console before, agree to Terms of Service and click Create project.
- If you have used the console before, click the arrow at the top of the screen next to your most recent project name. Then, click New project.
- Enter a descriptive name and click Create.
- Select Menu > APIs & Services
- Select Google Calendar API
- Click Enable
- In the top-left corner of the console, select Menu > IAM & Admin > Service accounts
- Select Create Service Account
- Enter a name for the account and click Create and continue
- In the Grant this service account access to project (optional) drop-down, select the role Project > Editor for the new account and click Continue
- Click Done
- Click the name of the newly created account
- Select the Keys tab
- In the Add key drop-down, select Create new key
- Select P12 as the key type and click Create
- File named "your project.p12" will be downloaded to your computer.
- You need to upload this file into Severa, so remember the file location.
- Take note of the private key password and Close the view
- Go back to the Details tab
- Select Show advanced settings
- Copy the Client ID as you will need it in the next steps
- Click View Google Workspace Admin console under Domain-wide Delegation
- Select Menu > Security > Access and data control > API Controls
- In the Domain wide delegation pane, select Manage Domain Wide Delegation
- Select Add new
- In the Client ID field, enter the service account's Client ID
- In the OAuth scopes (comma-delimited) field, define the scopes that applications should have access to
- Google Calendar API: https://www.googleapis.com/auth/calendar.
- Select Authorize
Access to calendar synchronization settings requires admin permissions.
- Select Settings > Integrations > Google calendar
- Enter the Service account email created in Google
- Select Private key password and choose the .p12 file saved on your computer and upload it to Severa
- Click the edit icon to enter the Private key
- Choose which activity types are synchronized from Severa to Google
- It is not possible to restrict entries coming from Google; all entries are transferred to Severa.
- Private entries from Google are synchronized to the "Personal" activity type if such an activity type is defined in Severa. All other entries are synchronized to the default activity type defined in Severa.
- Once you have set up the settings, you can enable the integration from the top right.
If connecting causes an error message, ensure all settings are done in Google and verify that both email addresses and password are correctly written.
Once synchronization is enabled at the company level, users can enable synchronization through their own profile.
When synchronization is enabled in Severa settings, users can enable synchronization. It is not possible to activate synchronization for another user, so each user must do it themselves.
- Click your name in the top navigation and select My profile
- Select Calendar & activities > Calendar synchronization
- Enable calendar synchronization using the toggle switch.
- When synchronization is enabled, the calendar is automatically synchronized.
All Google calendar entries are synchronized to Severa, and all activities marked for synchronization (a list of activity types can be opened by clicking the link) are synchronized from Severa to Google.
Synchronization occurs approximately every 30 seconds.
During the first synchronization, entries are matched based on the subject/activity name, start date, start time, end date, end time, and recurrence.
In the first synchronization, entries older than 30 days are not synchronized unless they are recurring entries with future occurrences. Once the first synchronization is completed, only changes are synchronized.
Synchronization is activated by certain actions in Severa. If the user is not logged into Severa, the calendar is not synchronized.
- When navigating from one section to another
- When a calendar entry is modified in Severa
- If calendar synchronization is enabled for any company person and you are a participant/owner of the entry. The entry is synchronized even if you do not have calendar synchronization enabled.
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