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Mitratech Success Center

Zoom Calendar Sync

This article will guide you on how to sync your Exchange or Google Calendar with INSZoom Calendar.

Introduction

Zoom Calendar Sync helps you sync case manager’s Office 365 or Google Calendar with INSZoom calendar. Any calendar items in INSZoom (such as appointments, court dates and case reminders) will be synced from INSZoom to your case manager’s Office 365 or Google Calendar. Similarly, any calendar appointment scheduled in Office 365 or Google Calendar will be synced to the given case manager’s INSZoom calendar.

How to subscribe for Zoom Calendar Sync?

  1. To subscribe, Firm Admin navigates to Setup > Subscriptions > Zoom Calendar Sync and clicks on 'Subscribe'. INSZoom accounts team will confirm the subscription and turns ON the service for your firm.

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2. Firm admin enables the service choosing Case Managers and clicking on 'Add Subscription'.

 

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3. To turn the sync ON, case manager/user navigates to Setup > Subscriptions > Zoom Calendar Sync and clicks on 'Connect'.

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4. Case manager selects the 'Application Type' to connect INSZoom Calendar to the user's Exchange Calendar or Google Calendar account.

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By default this feature syncs Appointments, Court Dates and Interview Dates. Case Step Reminders is optional. 

Exchange Calendar:

For Exchange Calendars, you were previously prompted to provide email address and password to authenticate and grant INSZoom access to your Exchange Calendar while setting up Calendar Sync as shown below.


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Effective October 1, 2022, Microsoft is deprecating the ability to use Basic authentication for Exchange Online.  INSZoom no longer supports Basic authentication in Calendar Sync for Exchange Calendars (Microsoft) starting September 30, 2022,  following the Microsoft’s depreciation guidelines. 

All the Zoom calendar sync users will need to re-authenticate using modern authentication to continue syncing their exchange calendar with INSZoom. Please refer to the Mitratech resources to learn more about this change and authenticate using Modern authentication.

Google Calendar:

If you choose Google Calendar, you may be prompted to choose and authenticate Google account details while setting up the Calendar Sync as shown below. 

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Select a calendar and then click Submit.

How Zoom Calendar Sync works?

a. INSZoom Calendar to Office 365/Google Calendar

  1. Any Appointment/Activity added, updated, deleted in INSZoom is pushed to the external subscribed calendar.

  2. Any Court Date added, updated, deleted for the case manager in INSZoom is pushed to the external subscribed calendar.

  3. Any Interview Date added, updated, deleted for the case manager in INSZoom is pushed to the external subscribed calendar.

  4. If Step Reminders Sync is subscribed, any Step Reminder added, updated, deleted for the case manager in INSZoom is pushed to the external subscribed calendar.

b. Office 365/Google Calendar to INSZoom Calendar

Any Appointment/Activity added, updated, deleted in the external subscribed calendar is pulled to the attached INSZoom account calendar.

Fields that sync between INSZoom, Exchange Calendar and Google Calendar

The mappings of the Calendar fields that get synced between INSZoom, Exchange Calendar and Google Calendar are given below for reference:

a. Appointments

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b. Reminders

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c. Court and Interview dates

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