When you link your MyCase account to Outlook, a lot of people expect Outlook calendar events to appear in MyCase. Don't be alarmed when those existing events DO NOT appear in MyCase - this is intentional.
If you would like your existing Outlook calendar events to appear in MyCase, please follow these instructions:
When you link MyCase with Outlook, you will notice a MyCase calendar gets added to the Calendars section of your Outlook account (pictured below). Only events on this MyCase calendar will be 2-way synced with the MyCase web app.
In the screenshot below, you will notice there is also a calendar named ‘Calendar’. This is an existing Outlook calendar that has events that I would like to get into MyCase. To do this, we will export the existing calendar, then import the events onto the MyCase calendar.
Export Existing Calendar Events
In the upper right hand corner of your Outlook Calendar, click the gear icon and choose View all Outlook settings at the bottom of the pop-out panel. You can also type “share a calendar” into the search bar for quick access. Under the Publish a calendar section select the calendar that you would like to bring into MyCase, Can view all details under Select Permissions and the choose Publish.
After you choose Publish, two links to appear and you’ll want to click on the bottom link next to ICS, then Download. This will download an ics calendar file to your computer with all of your calendar events in them.
Import the File Onto MyCase Calendar
Now that you have exported the calendar files of your existing Outlook Calendar, we will import that file onto the MyCase calendar.
First, on the left hand side of your Outlook calendar click Add a calendar above My Calendars.
Then look toward the left on the new window that appears and select Upload from File. Drag and Drop or Browse to select the proper file from your computer first (.ics file that was downloaded in the previous step) and then select the MyCase calendar under 'Select a calendar'. Click Import.
Your existing Outlook calendar events will now also appear on the MyCase calendar in Outlook. The next time the MyCase/Outlook sync runs, the MyCase web app will pull in all of your existing Outlook Calendar events.
Migrating Existing Outlook Calendar Events using Outlook 2016 for Desktop
In the top toolbar, click on the VIEW tab, click "Change View", then click List.
You can select all the events from your main Outlook Calendar that you would like to copy over into your MyCase calendar. To highlight all events, click on the top event in the list and use keyboard commands:
Control, then A. (This will highlight all events in the list in blue, as seen in the image below.)
Then you can copy them using the keyboard commands :
Control, then C. (This copies the highlighted events to your clipboard.)
Next, select the "MyCase" calendar from the left menu. This calendar may not have any events in it yet. To paste the events into this calendar, use keyboard commands
Control, then V.
The events from your original Outlook Calendar should appear in this MyCase Calendar as well.
You can then change your calendar from a list view back to "Calendar".
You will then see you selected events in both your main Outlook calendar and your MyCase calendar. The next time the MyCase/ Outlook sync runs, those events will also appear on your calendar in the MyCase web app.
As always, if you have any questions about this feature, please feel free to contact us at [email protected] or call our support team at (800) 571-8062 x1.