How to Effectively Sync Events Between MyCase and Outlook Calendar and Resolve Common Issues
Synchronization between MyCase and Outlook Calendar is an essential feature for streamlining schedule management. However, users often encounter challenges such as missing events or syncing disruptions. This guide provides general rules for integration, troubleshooting tips, and answers to common issues.
Overview of MyCase-Outlook Calendar Integration
MyCase integrates with Outlook Calendar to allow events from MyCase to display on your Outlook Calendar and vice versa. To ensure smooth syncing, both systems rely on specific configurations.
Rules and Limitations for Syncing Events
Shared Events Sync Only: Only events that the user (whose Outlook Calendar is integrated with MyCase) is specifically linked to in MyCase will sync. If events are not appearing, ensure the user is explicitly shared on those events in MyCase.
Use the MyCase Sub-Calendar in Outlook Calendar: Events from Outlook Calendar will only sync to MyCase if they are added specifically to the "MyCase" sub-calendar. Adding events to other calendars in Google will not make them appear in MyCase.
One-Way and Context-Specific Syncing: MyCase does not pull your entire Outlook Calendar; it only syncs events linked to the "MyCase" sub-calendar. Similarly, events not associated with the user will not sync.
Managing the MyCase Sub-Calendar in Outlook Calendar
When reviewing synced events in Outlook Calendar, make sure the "MyCase" sub-calendar is selected to display synced entries. This ensures you can see all events transferred from MyCase.
Common Troubleshooting Steps
Re-sync the Integration: If events are missing, try re-syncing the MyCase calendar integration. Navigate to the "Manage Integrations" page in MyCase, locate the calendar tile, and use the Sync button to refresh the connection. This can push missing events to Outlook Calendar.
Re-authenticate the Integration: If re-syncing does not resolve the issue, re-authenticating the connection might be necessary. Follow the same Manage Integrations process and use the Re-authenticate option to reset the sync.
Uninstall and Reinstall the Integration: As a final step for persistent issues, uninstall and reinstall the integration. This action can resolve underlying connectivity problems. Instructions include navigating to "Manage Integrations," choosing the calendar integration tile, and selecting the Uninstall option, followed by reinstallation.
FAQs
Why aren’t Outlook Calendar events syncing to MyCase?
To sync Outlook Calendar events to MyCase, always add the event to the "MyCase" sub-calendar within Outlook Calendar. Events in other calendars will not transfer.
What determines which events appear from Outlook Calendar in MyCase?
Only the events stored in the "MyCase" sub-calendar of Outlook Calendar will sync into MyCase.
What should I do if syncing suddenly stops?
Start with re-syncing the connection, then proceed to re-authenticate if unsuccessful. If these steps fail, uninstall and reinstall the integration to reset the connection. By understanding the rules and limitations and following these troubleshooting tips, you can optimize the MyCase-Outlook Calendar integration for a seamless calendaring experience.