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INSZoom :- Zoom Calendar Sync

This Overview demonstrates the process of how to do Zoom Calendar Sync

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?

“Zoom Calendar Sync” is a billable feature. Each case manager needs to subscribe for his/her account and connect INSZoom account to the required Office 365 or Google Calendar account.

To turn on email sync, case manager/user needs to go to Setup > Subscriptions, then Zoom Calendar Sync.

  • Toggle the Subscribe button to On.

Calendar_1.png

  • Confirm your request.

  • Choose the calendar type - Exchange Calendar, Google Calendar

Calendar_2.png

 

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

  • For Exchange Calendar (Office 365)- User will be prompted to log into his/her Exchange Calendar. User needs to enter login credentials and click Save and Get Token.

  • For Google Calendar- User needs to select or enter his/her Google account details as per the sample screen below

Select a calendar and then click Submit.

How Zoom Calendar Sync works?

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.

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:

1. Appointments

Calendar_3_aptt_.png

2. Reminders

Calendar_4_reminder_.png

3. Court and Interview dates

Calendar_5_court.png

 

 

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