Set up Inform to sync with your Google calendar

You can synchronize Inform ERP calendar with your Google calendar, including tasks and activities.

To take advantage of this feature, you will first need to turn on Google Sync for the entire company. Then link each applicable Inform user's account to his or her Google account.

Set up Google sync

1. Go to File > Company > Company Master.

2. On the Company Information tab, set Google Calendar Integration to Y.

   

3. Click Save.

Set up your users to sync calendars

1. From the main screen, select File > Company > User Master.
2. Locate the name of the user whose account you want to sync, and then select the check box in the Google Sync column.
3. Type full Email address ([e-mail] or [e-mail]) and the case-sensitive Password.

   

4. Click Save.
5. Repeat for each user whose calendar want to sync

Run the synchronization process

1. After you set up users to sync their calendar, each linked user will now see an active Google Sync button in the calendar toolbar.

   

2. To synchronize your Inform calendar with your Google calendar, click this button. After the initial synchronization, remember to click this button periodically to keep both calendars up to date. Each time you sync, any event that has been added to your Google calendar will be added to your DDI calendar and vice versa. Changes you make to event dates, times, and details will also sync.

   Tip: If you see an "Invalid Credentials" error message, then go back into the User Master and reenter the full email address and password.

See also

• System configuration settings in the Company Master
• Manage users
• Use the Inform Calendar and Tasks
• View and create activities