Follow the steps below to allow your FieldPulse jobs to automatically sync to your Google Calendar. Please note, only jobs created after you have connected will be added to your Google Calendar. It is a one-way sync; jobs created in FieldPulse will be added to your Google Calendar. Events created in your Google Calendar will not be added to FieldPulse.
To integrate with Google Calendar, you'll need to enable the sync. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Google Calendar and select Enable.
You'll now see the My Settings page: click Enable Google Calendar.
In the window that pops up, select the Google Account you want to connect to. If you aren't signed in, you'll have to enter your email and password for your Google Account to connect.
Next you will choose which Google Calendar you'd like to sync to.
You can now create a job as usual in FieldPulse. You should then see it reflected on your Google Calendar. The title of the job as well as the customer name will appear in the title of the Google Calendar event.
The details from the job record that appear on the Google Calendar event include:
Job Title
Date/Time
Customer Name
Location
Assigned Team Members
Notes
If you'd like to disable the sync at any time, navigate to My Settings and select Disable Google Calendar.
FAQs
How does the Google Calendar sync work?
It is a one-way sync; jobs and site visits created in FieldPulse will be added to your Google Calendar. Events created in your Google Calendar will not be added to FieldPulse.
What records sync to Google Calendar?
Jobs and site visits will sync from FieldPulse to Google Calendar.
What details sync to Google Calendar?
The job record details that appear on the Google Calendar event include:
Job Title
Date/Time
Customer Name
Location
Assigned Team Members
Notes
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.