Google Integration: Admin Configuration
The Google integration must be configured in two main steps: the initial admin configuration to set up the integration in your environment and individual user configurations to allow users to connect to their specific Google accounts. This article covers the process for configuring the Google integration for your entire Rev.io instance.
Each user who wants to sync their calendar with Google will need to complete the individual user configuration process. For information on the individual user configuration, see the Google Integration: User Configuration article for more information.
| NOTE: An authorized user account is required to run this integration. To support better security and audit visibility, we recommend creating a dedicated "service account" user. When configuring this integration, sign in using the service account rather than your personal user account to ensure that audit logs reflect the service account running the integration instead of the user who originally installed it. |
Complete the steps below to configure the Google integration.
| NOTE: Your organization can only configure one type of calendar integration. If you have already enabled the Outlook integration, you will be unable to configure the Google integration. |
- Click Admin on the sidebar menu and select Integrations Library.
- Click the Marketplace tab.
- Locate and select Google to PSA Calendar Sync in the Calendar Sync section.
- Click the Configure button.
- The Initial Configuration section is automatically populated. Click the Next button.
- Click the Next button.
- Click in the Check Google User Watch Schedule field to set how often you want to sync the users' Google calendars.
- The schedule defaults to ***** (every minute), but you can adjust the sync schedule to your preference. Click the Save button.
- Click in the Check PSA Calendar Schedule field to set how often you want to sync the users' Rev.io PSA calendars.
- The schedule defaults to ***** (every minute), but you can adjust the sync schedule to your preference. Click the Save button.
- Click the Next button.
- Click the Finish button.
| 13. Each user who wants to sync their Rev.io calendar with their Google calendar will need to complete the individual user configuration. See the Google Integration: User Configuration article for more information. |