Microsoft 365

Connect Outlook Calendar to TruLata

Rolling out. The steps below are read from the Outlook Calendar card on the Integrations tab of your dashboard, so they match what you see.

#Steps

  1. Outlook Calendar is switched on one account at a time while Microsoft reviews TruLata. Ask for it on the Integrations tab of your dashboard (or email support@trulata.com) and we switch it on for yours.
  2. Then press Connect on the Outlook Calendar card. Microsoft opens so you can approve TruLata, read only. Only events with a customer invited or a job word in the title count; private events are never read.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Outlook Calendar appears once the connection works.

What Outlook Calendar brings into TruLata, and which tab it fills: Outlook Calendar and TruLata.

Every integration, and how each kind of connection works: Connect a tool.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request