Synchronize Calendar Items from Gmail to Vantagepoint

You can synchronize calendar items that were entered in Gmail to the Vantagepoint calendar.

Important: Vantagepoint automatically invites these contacts and employees to the meeting using Gmail's standard functionality.

Pre-requisites:
  • Your system administrator must set up an activity type as Calendar in Settings > Labels and Lists > Lists.
  • Each calendar item must have a contact associated with it for the item to synchronize between the applications.
  • Create a Connect user.
  • Set up synchronization.

Video: See related video below

To synchronize calendar items from Gmail to Vantagepoint:

  1. Open Gmail in Chrome and locate the calendar item that you want to synchronize.
  2. To synchronize the item to Vantagepoint, set the Event Details fields on the Edit dialog box to one of the following:
    • Select the Vantagepoint Events calendar item designation.
    • Leave the item in your primary calendar and select the color blueberry for the calendar item.
    Vantagepoint will synchronize calendar items with either of these designations.

    The synchronization process is bi-directional and automatically occurs every 30 minutes. The next time synchronization occurs, each Gmail calendar item record with the appropriate designation will be added to the Vantagepoint Activities hub if:

    • You are associated as an attendee.
    • The End Date of the activity is 2 weeks ago or later (activities older than 2 weeks are not synced).
    • There is at least one contact associated to the meeting.
    • The meeting is not recurring.

Video

Title Description
Vantagepoint Connect for GMAIL: Introduction

Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail.

The videos are:
  • Launch the Contextual Pane
  • Contextual Pane Options
  • Contextual Pane Search Feature
  • Display Records
  • Create an Activity from an Email
  • Create a Contact from an Email
  • Create a New Contact
  • Create a Firm
  • Sync the Calendar
  • Sync Contacts