Follow

Visma Severa - Google Calendar synchronization

Content

Description

Google Calendar sync helps you coordinate your work schedule with two-way sync between Severa and Google. It’s safe, secure and easy to set up using OAuth authentication.

Once the authentication method has been established for an organization, individual users enable and initiate the sync in Severa. Activities made in Severa will be retrieved for use in Google and activities made in Google will be sent to Severa. 

Go to top

Notes before start

  • The Activity management add-on is required in order to use Google Calendar sync.
  • Paid Google G Suite account is required in order to use Google Calendar sync.
  • Activate Google calendar sync add-on with administrator access rights via Upgrades.
  • User email addresses in Visma Severa must be the same as those used in Google for the sync to work correctly.
  • Synchronization is only possible between Severa calendar and Google's primary calendar.
  • If user has also other syncs at the same time (for example between Google and mobile phone), user should be careful with the sync settings to avoid duplicate entries. In case it is not possible to disable the mobile phone sync, we recommend that mobile phone is set to manual sync.
  • We recommend that when the calendar synchronization is enabled, all Severa users in the organization use it. If all users is not using sync, it could cause error when for example owner of the Severa activity is not Google User.

Go to top

Settings in Google

    1. Log into Google Developers console https://console.developers.google.com/ with administration access right
    2. Click Select a project and choose Create a project. If project is already created, open project and go to step 5.

      1.jpg

    3. Enter project name and Create project2.jpg

    4. Wait while the project is being created > You'll get a notification at the top right corner of the page as soon as the project is ready.
    5. Select Enable API if API's are not enabled before3.jpg
    6. In the Overview select Calendar API under Google Apps APIs

      4.jpg

    7. Select Enable API

      cal_enable.jpg

    8. Select Create credentials

      cred_cal.jpg

    9. Select Service account
      cred_cal_add.jpg
    10. Choose Create service account

      8.jpg

    11. Enter a name for the account and select
      1. Furnish a new private key -> P12
      2. Enable G Suite Domain-wide Delegation

        9.jpg

    12. Choose Create

    13. The pop up will show a password, that you will need to enter into Severa, so write down the password. A file named "your project.p12" will also be downloaded to your computer. You will need to upload this file into Severa so remember the location of the file.

      10.jpg
    14. Close "Service account created" -window
    15. Choose "View Client ID" to see email address and Client ID. NOTE: You will need the Email address later so keep the developer portal open or copy this information for later use.

      11.jpg

    16. Log in to Google admin console https://admin.google.com with Google admin account (G suite properties can only be accessed with Admin account)
    17. Next go to Securitysecurity.jpg
    18. Click show more and select Advanced Settings
      security.PNG
    19. Select Manage API client access
      manage_api_client_access.jpg
    20. Add Client name and API scope. Paste Client ID from clipboard to Client name-field and copy scope https://www.googleapis.com/auth/calendar to One or more API scopes-field. Google_Manage_API2.png

Go to top

Settings in Visma Severa (administrator)

  1. In Severa, click on Tools - Settings in the top menu and then click on Google Calendar in the Organization section
  2. Enter Service Account Email, Private key password and add Private key -file from your computer.
    The email address is the one from step 12 and the password is the one you saved in step 11. 
  3. Select what activities are synced from Severa to Google based on activity type. Note! It is not possible to restrict what calendar entries are synced from Google to Severa. Private entries from Google are matched to activity type "Personal" if such an activity type exists in Visma Severa. All other entries get the Visma Severa default activity type. Read more about activity types.
  4. To test connection, click "Test", then Save changes.

Google_calendar.PNG

Go to top

Settings for user in Visma Severa

  1. Click on Tools - Personal details. Open the Calendar synchronization section, and click to mark the Enable sync checkbox.

    personal.jpg

  2. When enabled, calendars will automatically be synchronized. Synchronization cycle is about 30 seconds. You can manually start the sync by clicking Refresh button in "My activities" bar.

    sync.jpg

Go to top

How does it work?

This is a two-way server-server sync. Activities from Visma Severa calendar are synchronized to Google server and vice versa. Recurring and private/personal activities/entries are synced too.

Go to top

Initial sync

Initial sync tries to match existing entries based on subject/activity name, start date, start time, end date, end time and recurrence. In the initial sync, entries older than 30 days are not synced, unless there are recurring activities with occurrences in future. After the initial sync, only changes are synced.

Go to top

Triggers that activate sync

Synchronization is triggered by certain actions in Visma Severa. If user is not logged into Severa, synchronization is not started.

  • Synchronization is started after login and will sync automatically when moving around in Severa (NOTE: If user does not work in Severa, sync is not activated)
  • When calendar entry is modified in Visma Severa
  • When sync icon is pressed in Visma Severa's My activities section

Go to top

How to manage what is synced?

Restricting what is synced

It is possible to limit what activities are synced from Severa to Google based on activity types. Note! It is not possible to restrict what calendar entries are synced from Google to Severa. Private entries from Google are matched to activity type "Personal" if such an activity type exists in Visma Severa. All other entries get the Visma Severa default activity type. Read more about activity types.

Go to top

Private/Personal entries

Personal entries in Severa are marked as private in Google and vice versa. When entry is personal/private no other user can view the details of the entry. If there is no activity type “personal” in Visma Severa’s activity type settings then default activity type is used when entries are synced. Notice that this will make private entries public and visible to all users.

Go to top

What field are transferred

Compare the two images below to see what fields ere matched it the sync.

google_entry.PNG

severa_entry.PNG

Participants

There are 4 types of participants in Visma Severa and depending of what kind of participant is, the activity/entry and email notifications behave differently.

Visma Severa users: Visma Severa users are your co-workers, they use the same Severa and Googlr environment as you. Severa users can be added as participant/attendees in both systems and entries are updated in both calendars.

Contacts from Severa account card: In Visma Severa it is possible to attach activity to an account or a case. When account is added for the activity, also contacts from that account can be added as participants. Account contact is visible in the participants list in Severa, but this information is not transferred to Google calendar. Neither account nor account contact is visible in Google’s entry. Also note that no message about the calendar entry is sent to your account contact.

Reservations: In Severa it is possible to add reservations as participants for an activity. Reservations are managed in Tools > Settings > Reservations. Reservation is visible in the participants list in Severa, but this information is not transferred to Google calendar. Read more about how to use reservations in Severa.

External contacts: When an external attendee (= a person not using the same Visma Severa as you) is added to an entry in Google, he gets email notification about a new calendar entry. When entry is synced to Severa, external participant is displayed on the activity participant list as “Firstname Lastname” or “email@address.com” and the participant colour is black. If entry is updated or deleted either in Severa or in Google, also external attendee will be notified. If external attendee declines meeting invitation, he is removed from the participant list in Severa.

Activity owner

When Google calendar sync add-on is in use, activity owner can not be changed for saved activities. When creating a new activity, owner can be changed before activity is saved. This is to prevent errors in the sync and conflicts in the entries.

Google notification emails

Google sends notification emails for attendees about new, modified or deleted calendar entries. Usually user can choose if he/she wants to send an invitation or an update etc. When the sync between Google and Visma Severa is enabled, following should be noticed when it comes to Google  sending notification emails.

  • When activity is created/changed/deleted in Visma Severa, notification is send via Google to Visma Severa user participants and external participants.
  • If Activity type, Account or Case is changed or activity is marked as completed in Visma Severa, no notifications are sent via Google. In Visma Severa the activity is updated and users can see the changed details.

Go to top

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

2 Comments

Powered by Zendesk