Calendar integrations
After syncing your preferred calendar app with Scoro, you can add, modify and delete events and tasks in either of the applications – Scoro will keep everything in sync. Even so, Scoro should be used as the primary source for modifying and adding data. This way you can add more information to your events and get thorough reporting on all activities – break reports down by team member, client, project, and activity. Note! Recurring events need to be added from Scoro.
Google Calendar
Integrating Scoro with Google Calendar lets you access all your Scoro calendar events in Google Calendar and vice versa. You can add, modify and delete events in either of the applications and Scoro will keep everything in perfect sync.
To activate the integration go to Settings > Integrations.
Click on the button Sign In With Google. A pop-up is opened – this enables you to allow Google and Scoro to exchange information. To give permission to this, click Allow. This prompts the settings view to open.
You need to have the right to modify, the least, to be able to sync a calendar in Google with Scoro. The access rights can be defined in the calendar settings in Google.
If there are several calendars available in Google, choose from the dropdown which one you wish to sync with Scoro. Click OK.
If there is only one calendar available in Google, you will be directed from the authentication pop-up to the sync settings straight away.
Take the following steps in the settings:
1. Syncing of events is activated in the settings by default. Should you choose to stop the sync temporarily, deactivate the syncing of events. It is advised not to disconnect the whole calendar to prevent from configuring the settings again.
2. Choose the direction of the sync: should the events be synced both ways, to Scoro or from Scoro.
3. Select the primary calendar. If changes are made in both applications at the same time the selection of the primary calendar defines which changes are prioritized.
4. Select if the sync should be automatic or manual. In case of the automatic sync, the information is exchanged in every 5 minutes (the first sync is activated right after these changes are saved). With the manual sync click on Synchronize now each time you need to activate the sync.
5. Define an e-mail address where notifications can be sent in case of any errors.
6. Save the settings by clicking on Save.
In case of ongoing sync, the start date and time are displayed above the settings table.
In case of a two-way sync, the events can be accessed in both applications right after the first sync.
If there are events that were not synced it is displayed so in the settings table.
Should any errors occur you can view the logs by clicking on the Logs button.
Note! When syncing your personal events from Google Calendar to Scoro, make sure you mark the visibility of these events as Private in Google. Otherwise, all events are synced to Scoro as public and the contents of the events are visible to everyone who has the right to look at your calendar.
Apple Calendar
Integrating Scoro with Apple Calendar and other CalDAV enabled calendars lets you access all your calendar events from other calendars in Scoro and vice versa. You can add, modify and delete events in any of the applications and Scoro will keep everything in perfect sync.
Apple Calendar Preferences > Accounts > New (+)
iPhone & iPad Settings > Passwords & Accounts > Add Account > Other > Add CalDAV account
To only request info from Scoro choose Add Subscribed Calendar Account type: CalDAV
User name: Your Scoro username
Password: Generated app password
Server address: https://your_site.scoro.com/caldav/principals/user_name/
Just click on the blue button Generate app password and copy this password to the iCal app (Preferences > Accounts and select the Scoro account in the desktop app) in your device.
Note! If you cannot access Integrations under settings, ask your site admin to give users the right to set up integrations under the relevant integrations. Only then users can generate the passwords needed to activate the integration in their device.
Outlook - MS Exchange - Office 365
Integrating Scoro with MS Exchange/Office 365 lets you access your MS Exchange/Office 365 calendar events in Scoro and vice versa. You can add, modify, and delete events in either of the applications and Scoro will keep the data in sync.
To synchronize Scoro with Microsoft Exchange server enter your Exchange access information. Also, select the server version.
Note! If you're already using Outlook sync and also activate Exchange, you'll end up with duplicated new events. To avoid this, first, deactivate Outlook sync and then activate Exchange.
In case you need to update your Exchange username/password, use the Update credentials option. If the Exchange server has changed, please contact us at help@scoro.com.
Note! At the moment, Scoro only supports 2-step authentification. We are currently building the support for the new OAuth 2.0 and ADAL authentification systems and will launch it as soon as possible. Exchange Online/Office 365 uses the new system by default (you can switch back to the old system manually, for now).
To check, which system your account is using, click here.
Windows only Outlook plugin
Use only if you do not have Exchange/Office 365 cloud sync. Sync works only if the PC/laptop is operational.
Integrating Scoro with Outlook lets you access all your Scoro calendar events and tasks in Outlook and vice versa. You can add, modify and delete events and tasks in either of the applications and Scoro will keep everything in sync. Even so, Scoro should be used as the primary source for modifying and adding data. All activities are compiled into thorough work reports that you can break down by team member, client, project, and activity. Note! Recurring events need to be added from Scoro.
Find the latest version of Scoro Outlook Sync (Windows only) on your Scoro Integrations page: Settings > Site settings > Integrations.
How to set up the connection between Scoro and Outlook:
1) Close Outlook
2) Install ScoroSync and configure it
3) Close Scoro Sync from the taskbar
4) Launch Outlook
5) Launch scorosync.exe from \Program Files(x86)\Scoro Software\ScoroSync (not the installer again)
6) If you have selected On Demand sync from ScoroSync, right-click on the ScoroSync icon on the taskbar and select Synchronize
It might be necessary to restart your PC after ScoroSync has been installed and then follow the steps from 4-6 again. Please also ensure that you have Java installed. If you do not have it, you can download it from here: http://www.java.com/en/download/
In case the sync is still not functioning after following the steps above, don't hesitate to contact us.
Please Include the ScoroSync log file, which you can find by right-clicking on the ScoroSync icon and selecting Sync log.
During setup enter the following data:
Username: Your Scoro username
Password: Generated app password
Host: https://your_site.scoro.com
Note! If you cannot access Integrations under settings, ask your site admin to give users the right to set up integrations under the relevant integrations. Only then users can generate the passwords needed to activate the integration in their device.
Setting up Outlook calendar integration and outgoing SMTP while using 2-step verification
You only need to create an app password if you have two-step verification turned on and are using an app that doesn't support it. To create a new app password for an app or device, take the following steps. You can repeat these steps to create an app password for as many apps or devices as you need.
1. Go to the Security and privacy page and sign in to your Microsoft account.
2. Select Additional security verification.
3. Select Create app password. A new app password is generated and appears on your screen.
4. Enter this app password where you would enter your normal Microsoft account password in Scoro.