You can easily link your Raynet Calendar to your Google Calendar. The synchronization is two-way, which means that you can create and edit activities in Google Calendar and assign them to selected Account, Contacts, or Deals stored in Raynet.
Click on your name » My Profile.
In the Google Synchronization section, go to Google Calendar. Here you can select which activity types you want to transfer from Raynet to Google Calendar. Continue by clicking Synchronize.
To complete the process successfully, you need to confirm the sync request in your Google account. A new window will open in your browser, where you select one Google account to link your Raynet to.
Raynet will request access to the selected Google account. Approve the request by clicking Allow.
Immediately after, you will see a message indicating that the synchronization has been successful.
A new section will appear in the Google Calendar called RAYNET CRM.
Tip: If you use multiple CRM accounts, for example, for 2 different companies, you can sync them both to one Google Calendar. You will then find these accounts in the Google Calendar in separate sections, both named RAYNET CRM.
You can rename your Google Calendar sections as needed in calendar settings. Next to the selected section, click on the three dots » Settings and sharing and edit the name.
Transferring activities from Raynet Calendar
From the moment synchronization is enabled, all newly created activities and activities created before synchronization, will be transferred from Raynet to Google Calendar. The second part applies to activities created from Monday of the week of enabling synchronization and up to a maximum of six months into the future.
A maximum of 1000 previously created activities will be transferred in total.
Important: If you are synchronizing calendars for the first time, it may take some time to transfer all activities (depending on the number of activities to be synchronized). To reload Google Calendar, press CTRL + R or F5. (On Mac, Hold down ⌘ + Shift + R)
Transferring activities from Google Calendar
To transfer an activity created in Google Calendar to RAYNET, you need to select the RAYNET CRM Calendar when creating the activity.
You can also directly link an activity in Google Calendar to a Contact you have in Raynet. Just type the Contact's email address or phone number anywhere in the activity name between two dashes, for example -firstname.lastname@example.org- or -(555) 123-1234-.
An Event is then created in Raynet and assigned to the contact to whom the email (or phone number) is linked. If you do not add any links, the activity is created as private in Raynet.
You can also link an activity directly to a Deal, Quote, or Sales Order. When creating the activity, type the code of the Deal (Quote or Sales Order) in the name between dashes, e.g., -D-23-015-. If you need to further specify which activity type to create in Raynet, just add one of the following options to the activity name:
- Task -task-
- Meeting -meeting-
- Email -email-
- Phone Call -phone call-
- Letter -letter-
If you cancel an activity in Raynet, it will be deleted in Google Calendar, but if you complete an activity in Raynet, it will not be reflected in Google Calendar, or rather the activity will not be distinguished from other activities, because there is no flag for completed activities in Google Calendar. It is assumed that activities after the deadline are dealt with.
If you delete an activity in Google Calendar, it will also be deleted in Raynet.
Transferring already created activities from Google Calendar
What to do with activities that are already created in Google Calendar?
Activities are transferred from Google Calendar to Raynet automatically when they are assigned the RAYNET CRM Calendar when creating the activity. The other activities need to be copied in order to be transferred to the Raynet calendar. We recommend that you transfer only the important activities so that you don't spend the whole day transferring. You can do this directly in the activity detail via the three dots » Copy to RAYNET CRM.