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Syncing the Microsoft Outlook calendar with Vymo


Anindita Basu    Evangeline Philip    Feedback

If you integrate your Vymo account with your Microsoft Outlook calendar, the Microsoft Outlook calendar events are synced with your Vymo calendar. Then, you can view activities associated with an event where you, or any of your leads or partners, are present.

Only Vymo-related activities are synced

Vymo syncs only those Microsoft Outlook calendar events where you're either the organizer or you've accept any invitation as a participant. Other events aren't synced.

When the calendar events are synced, this is what happens:

  • Existing calendar events, when they're rescheduled or updated in the Microsoft Outlook calendar, are updated on the Vymo app as well.
  • Deleted events in the Microsoft Outlook calendar are updated on the Vymo app as Cancelled.
  • If the description, title, or participants of the event are modified in the Microsoft Outlook calendar, the information is updated in the Vymo app also.

After an event is completed, it can't be modified.

Enabling the Microsoft Outlook calendar integration

Enabling the Microsoft Outlook integration

To enable people to connect their Microsoft Outlook mails to Vymo:

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. Click Integrations. Go to Email section and click Enable. Microsoft Outlook is now enabled for your account. Follow the onscreen instructions.
  3. Click Save. You see a message that the changes are now saved as a draft.
  4. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  5. Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
  6. Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
  7. To see the changes, log out and log in again.

Connecting your Microsoft Outlook account to Vymo

After the Microsoft Outlook calendar integration is enabled for your company, connect your Vymo account to it.

  1. Log in to the Vymo web app and click your user name in the upper-right corner of the screen.
  2. To connect Microsoft Outlook calendar to Vymo, turn on the Office 365 toggle .
  3. Follow the on-screen prompts to allow the Vymo app to access your Microsoft Outlook calendar.

Microsoft Outlook calendar is now connected to your Vymo account.

Connecting your Microsoft Outlook calendar to Vymo on your phone

To connect Microsoft Outlook calendar to your Vymo account on the phone app, use the following steps:

  1. Tap the hamburger icon (three horizontal lines near the bottom right) and tap Settings.
  2. In the Integrated Accounts section, turn on the Office 365 Suite toggle . If you don't see this option, it means the Microsoft Outlook calendar isn't enabled for your company.
  3. Follow the on-screen prompts to allow the Vymo app to access your Microsoft Outlook calendar (show me).

Your Microsoft Outlook calendar is now connected to your Vymo account, and you can see the following calendar events with leads and partners (show me):

  • All the past or ongoing Microsoft Outlook calendar events in the Vymo app are shown with a red mark.
  • All the future Microsoft Outlook calendar events in the Vymo app are shown in Activities list in Leads or Partners.
  • Latest or upcoming Microsoft Outlook calendar events are shown on the Home Page under Outlook Event Title.
  • All calendar events where you're an assignee are shown in Calendar.
  • If an event overlaps in both the Microsoft Outlook calendar and the Vymo calendar, you are prompted to confirm. On your confirmation, the first detected or logged activity is attached to the corresponding the Microsoft Outlook calendar event. If you don't confirm it, you're prompted to confirm subsequent detects or logged activities, so that they can be attached to the event.
  • If your Microsoft Outlook calendar event has an associated location, it's synced with the Vymo calendar also. However, if multiple events are associated, only the first location is attached. The location can't be modified after the event is completed.
  • If an event is due, you are notified 30–35 minutes in advance. You are also notified if no meeting or event is scheduled for the day.

Disconnecting your Microsoft Outlook calendar from Vymo

After your Microsoft Outlook calendar is connected with your Vymo user ID, it remains connected even after the Vymo app in uninstalled or after you log out of the app.

To remove the connection:

  1. Tap the hamburger icon (three horizontal lines near the bottom right) and tap Settings.
  2. In the Integrated Accounts section, turn off the Office 365 Suite toggle , so that the color changes to grey (show me).

Your the Microsoft Outlook calendar is no longer connected to your Vymo account. New calendar events will no longer be displayed in Vymo, but you can still see the older calendar events.

Visual guides

Calendar permissions

enabling the permissions in Outlook calendar for Vymo

Calendar view

Outlook calendar view in Vymo

Disconnecting

disabling the permissions in Microsoft Outlook for Vymo

See also


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