Connect your Google Calendar with Atera to quickly schedule meetings (and dispatch technicians), set reminders, and view calendar events right in tickets!
- How it works
- Connect your Google Calendar
- Create a calendar event from a ticket
- Disconnect your Google Calendar
How it works
- Connecting your account and calendar enables viewing of ticket-related scheduled events from within your tickets. You can create a calendar event from the ticket, and see it in your Google Calendar, even without connecting your calendar. The added value of connecting your calendar is that you'll be able to also see the scheduled event in the ticket.
- Once you've connected your calendar, updating or deleting calendar events within the calendar will reflect in the associated tickets.
Connect your Google Calendar
Connect your Google Calendar to schedule, view, and manage calendar events right from your tickets.
- Connecting a calendar requires Atera 'Admin' permissions.
- You can connect one calendar per account.
To connect your Google Calendar:
1. From Admin, on the side panel, click Calendar Integration
The Calendar Integration page appears.
2. Click Sign in with Google
3. Log in with your Google credentials.
4. Check all the calendar permissions boxes to allow Atera access to your calendars, and click Continue
Note: Failure to check the permissions boxes will prevent the integration.
5. From the dropdown menu, select the specific calendar you'd like to connect to (and integrate with Atera).
- If you're working in a team, we recommend connecting a shared calendar. This way, other technicians will be able to see upcoming calendar events, as well as create events that are viewable by everyone else.
- Please don't select the Google Birthdays or Holidays calendar. These preset calendars will not work in this integration.
6. Click Connect
Your Google Calendar is now connected.
Create a calendar event from a ticket
You can create and view calendar events in tickets.
- When creating a calendar event, the calendar that appears is the one selected when initially connecting Google to Atera. Do not switch to a different calendar, or the event won’t be reflected in the ticket.
- Events are recognized by the ticket title name convention (e.g., [Atera #1123]). Modifying the ticket name convention will prevent the calendar event from appearing in the ticket.
- Each ticket displays up to 2 upcoming calendar events.
- When creating calendar events, make sure that the selected calendar is the same calendar connected to Atera—otherwise calendar events will not appear in the associated ticket.
- Any changes made to an upcoming calendar event (within the integrated calendar) will reflect in the ticket.
To create a calendar event from a ticket:
1. From the ticket, click the New calendar event dropdown, on the right-hand panel, and select Google Calendar
Note: If you haven't yet connected your calendar with Atera, now would be a good time.
2. Log in to your Google account when prompted.
The Google Calendar event appears.
3. Adjust the date, time, and any other fields you wish, then click Save
The scheduled event now appears in your Google Calendar. If you've connected your calendar to Atera, then you will also see your scheduled event within the ticket as well.
Disconnect your Google Calendar
You can manage your Calendar Integration, see your connected calendar, and disconnect it as well.
Note: Managing a calendar requires Atera 'Admin' permissions.
1. From Admin, on the side panel, click Calendar Integration.
The Calendar Integration page appears.
2. Click Disconnect from Google Calendar
3. Click Disconnect in the confirmation window.
Atera is no longer connected to, or associated with, the Google calendar.
- If you have trouble connecting to Google Calendar from Atera, please check that you've logged out of any other Gmail accounts that may be saved in your browser (alternatively, you can open an incognito window, login to Atera and set up the Google integration that way).
- If you aren't seeing the scheduled calendar event in your ticket, please check that:
- You've connected your Google account and calendar to Atera.
- The connected calendar has been selected in Google when creating the calendar event.
- The calendar event appears on the calendar you connected to Atera.
- The Google title includes the ticket name convention in the beginning of its title (e.g., [Atera #777]).
If all these conditions are met and you're still not seeing the calendar event in your ticket, try disconnecting, then reconnecting your calendar. If this doesn't solve the issue, please contact support