Upload to Google Calendar
You must give PDS access to the Google Calendar(s) you want to upload information to.
If you track interactions with people, you can convert your letters, calls, and visits into events that you upload to Google Calendarâ„¢.
- If you use one calendar for all your events, you can upload all the items at one time.
- If you use separate calendars for different events, run this process separately for each calendar.
Authorize Access to Google Calendar
You must give PDS access to the Google Calendar(s) you want to upload information to.
- On the Information tab, click .
- Click Upload to Google Calendar.
- If you don't have an account, click Create a Gmail Account. In your browser, complete the signup process, then return to PDS.
- Click Authorize Access.
- Sign in to the account you use for Google Calendar, and click Sign in.
- A code displays automatically in the field. Click Continue.
- If you agree to give permission, click Allow.
- After you authorize PDS, click Close in the bottom-right to return to the upload process.
Once you've authorized access, you can upload information to Google Calendar.
Example of a Google Calendar Upload
Let's look at an example. Say you have the following interactions for an individual.
If you use one calendar for all events:
Upload all the items at one time. For example, you may have one calendar for all of Father Frank's events.
- Select all the events to add to Father Frank's calendar. In this case, we're selecting all three that display in this list since Father Frank is taking care of these.
- Select Father Frank's calendar.
- The events display in Google Calendar when you select Father Frank's Calendar.
If you use separate calendars for different events:
- On the first run, select the first item(s) to add to the appropriate calendar. Here, we're adding the reminder to send a note to the Notes & Reminders calendar.
- On the second run, select the next item(s) to add to the next calendar. Here, we're adding the meeting about starting a men's group to the Meetings calendar.
- On the last run, select the final item(s) to add to the last calendar. Here, we're adding the hospital visit to the Visits calendar.
- Once you run the process for each item, three times in this case, each one displays on its specific calendar.