Integrations

Summary: Configure third-party integrations.

Audience & Prerequisites: Admins.

UI Path: Settings → Integrations

Step-by-step

  1. Navigate to Settings → Integrations.

  2. On the Integrations page, locate the desired integration card.

  3. For Google Calendar, click Connect Google Calendar to open calendar integration settings.

  4. Follow prompts to authorize and complete setup.

  5. For QuickBooks Online (Coming Soon), the action is disabled until release.

Results & Where to Verify

  • Google Calendar: events sync according to your configuration in Settings → Calendar Integration.

  • Integration status reflects connected state on the Integrations page.

Troubleshooting

  • Connect button disabled: ensure you have appropriate permissions.

  • Sync issues: verify configuration under Settings → Calendar Integration.

Permissions

  • Settings: Manage Integrations (admin)

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