Syncing your Workiz schedule with your personal calendar

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In this article, you will learn how to sync your Workiz schedule with your personal calendar.

With the Calendar sync integration, you can sync your Workiz schedule with calendars from Google, Apple, Outlook, and others — allowing you to sync your jobs, leads, and tasks over to the third-party apps you’re used to.

Workiz only syncs in one direction: From Workiz to your third-party calendar. You will not be able to sync calendar events from your third-party calendar to Workiz.

Workiz calendar events (e.g., jobs, leads, and tasks) require more than just a name and location, making it difficult to properly sync third-party events into your Workiz schedule.

Enabling the Calendar sync add-on

  1. From the navigation bar, select the Feature Center 

    Not seeing the Feature Center icon in the navigation bar? You may not have the correct permissions set for your user.

    Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.

  2. Under Integrations, select Calendar sync
  3. Turn the toggle switch on/off to enable/disable the add-on

Syncing to a third-party calendar

  1. From the navigation bar, select the profile icon > Settings
  2. Under Integrations, select Calendar sync
  3. Choose the user whose schedule you want to sync

    Workiz allows you to choose a single user or all users. Subcontractors will not be included on this list.

  4. Choose how you want to sync your Workiz schedule:

    1. Using the API (recommended)
    2. Exporting a snapshot of your schedule

      This option will only create a single snapshot of your schedule at the time of exporting and not support ongoing syncing.

After choosing your method, you will want to complete the syncing process on your third-party calendar. Below, we will cover how to sync with two of the most popular options: Google Calendar and the default Calendar app on iPhone.

Syncing to Google Calendar

Workiz has no control over how frequently Google Calendar refreshes its data. This typically happens every 24 hours.

If you have immediate changes to your schedule that you would like to communicate to your team, we recommend doing so manually via text or email.

  1. Open your Google Calendar
  2. Next to Other calendars, select the plus icon ( )
    Group 4336.png
  3. Choose the option that corresponds with the syncing option you chose earlier:
    1. If you copied the API URL from Workiz, select From URL
    2. If you exported the file from Workiz, select Import
  4. Follow the step that corresponds with your syncing preference:
    1. From URL: Paste the API URL you copied from Workiz
    2. Import: Upload the file you exported from Workiz

Syncing to iPhone Calendar app

The Calendar app on iPhone will only support syncing using the API. You will not be able to use your exported file this way.

  1. Open the Settings app on your iPhone
  2. Select Calendar > Accounts > Add Account
  3. Select Other > Add Subscribed Calendar
  4. Paste the API URL your copied from Workiz
  5. Select Next > Save

Syncing to other third-party calendars

For help with other popular apps, please see the following help articles:

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