- Linking to Your Google Calendar
- Using the Contact Filter
- Using the Warehouse Filter
- Using Publish Columns
- Next Steps
Once you have finished Connecting Flex to Google, you're ready to fine-tune how information is sent from your Flex calendar to your Google calendar.
Start by linking desired Flex calendars to specific Google calendars and continue on to learn ways to filter what information Flex sends to Google. Each of these steps can be executed from any of three places, but we'll do it from within the integration settings.
You can also take the steps in this article from either of these locations:
- Home > Edit Calendar Template > Google Calendar
- Main Menu > Projects > Calendar Templates > double-click template name > Google Calendar
From these locations, the view will be reversed. Instead of working within a Google calendar and seeing a list of Flex calendars, you'll be working within a Flex calendar and seeing a list of Google calendars.
Linking to Your Google Calendar
Navigate to the Google Calendar integration settings:
- On the Main Menu, click Integrations.
- Click Google Calendar.
A new Flex tab will open showing Google Calendar integration settings. Double-click the Google Calendar Name you want to link to.
A popup appears showing available Flex calendars to link to this Google calendar. In the Link column, check the box for each Flex calendar you want to show on this Google calendar.
Adjust Contact Filter, Warehouse Filter, and Publish Columns as needed (explained below). Click OK to save.
Using the Contact Filter
Once a Flex calendar is linked to the Google calendar, you can add a Contact Filter to fine-tune which events are sent to Google.
In the Contact Filter column, click in the cell for the Flex calendar you want to add a Contact Filter to.
You will get a search field where you can type the name of an existing contact and select it from the list that populates.
Events from the Flex calendar will now only show if the selected contact is in one or more of these fields:
Using the Warehouse Filter
Once a Flex calendar is linked to the Google calendar, you can add a Warehouse Filter to fine-tune which events are sent to Google.
In the Warehouse Filter column, click in the cell for the Flex calendar you want to add a Warehouse Filter to.
You'll get a dropdown list where you can select from your available locations.
Events from the Flex calendar will now only show if the selected location is in one or more of these fields:
Using Publish Columns
Once a Flex calendar is linked to the Google calendar, you can select Publish Columns to send additional information to Google. When selected, Flex sends all columns visible in Home tab > Daybook to the event description in Google.
In the Publish Columns column, check the box for the Flex calendar you want to send List View Columns to.
You'll get a popup asking you to confirm your choice. Click "OK" to confirm.
Your Flex calendars are now visible in Google Calendar!
Check out Google Calendar training and help for anything you need inside Google.
Check out linking an additional Google Account if you want to send information to more than one Google Calendar.