Make calendar management even easier! With one click, you can start tracking the activities you've set up in your Google Calendar inside of Nutshell. As they change, Nutshell will change with them.
In this article, you will learn the following:
- How do I set up my Google calendar with Nutshell?
- Rules and settings
- Frequently asked questions
Let's dive in!
1. How do I set up my Google calendar with Nutshell?
- Click your user icon in the lower left
- Click Your settings
- Click My integrations
- In the Google Apps section, click Enable
You will be redirected to a Google authentication page where you can allow Nutshell to access your Google account. Completing this step will give Nutshell permission to communicate with your Google account and primary Google calendar.
Once connected, you can select whether you want to sync all activities or just the activities which you mark as "Important" in your Google calendar.
Options to limit the Google Calendar sync
By limiting the calendar sync to one-way, only activities scheduled in Nutshell will send to your Google Calendar. With this setup, events created on your Google Calendar will not send to Nutshell. This means that if a customer sends you a calendar invitation, it will not show up as a scheduled activity in Nutshell. If you want to ensure that no new contact people are added to Nutshell from Google Calendar, this is a good option.
Choose a one-way sync using these steps:
- Check Sync activities with Google Calendar
- Uncheck your calendar listed under Sync activities from these Google calendars
2. Rules and settings
From inside Nutshell or inside your Google calendar, you'll be able to synchronize the following fields both ways:
- Google events and Nutshell activities which are created after your accounts have been synced which include at least one participant other than yourself
- Retroactive edits made to Google events and Nutshell activities
- Event and Activity "all day" flag
- Event and Activity day and time
- Event and Activity location
- Event and Activity "important!" flag
- Included participants and retroactive edits made to the list of participants
3. Frequently asked questions
What is the difference between a task and an activity?
Tasks are lightweight reminders in Nutshell. By default, a task is due at the end of the next business day, based on your business hours in your General Settings. They will appear on your Dashboard in the "To Do" tab. Tasks will not be logged or count towards activity quotas.
Activities represent actual interactions with a customer: phone calls, meetings, presentations, etc. Learn more about using tasks and activities in Nutshell by clicking here.
If you add an event on Google Calendar, it will show up in Nutshell. If you schedule an activity in Nutshell, it will show up as an event in Google Calendar.
Where can I find my Nutshell tasks in Google calendar?
After you sync Nutshell with Google, your Nutshell tasks will appear in the Google Tasks section, in a task list called "Nutshell".
Google Tasks are scheduled by day rather than specific times, so times entered in Nutshell will not be seen when viewing the task in Google.
If you don't see the tasks, make sure you've selected to view "Tasks" rather than "Reminders" on the left side of your calendar:
And be sure to select the "Nutshell" task list in the Google Task sidebar:
When you complete a task in Nutshell, it is also marked as completed in Google Tasks.
Note: Task updates are pushed from Nutshell to Google. Any changes you make to a task in Google will not reflect in Nutshell.
Why isn't my calendar showing on my Integrations page?
- Try revoking access from Google from the Integrations page
- Uncheck the Sync activities in Google Calendar box
- Ensure Only activities marked "Important" is unchecked
Why didn't Nutshell pull in my old Google Calendar events?
Nutshell won't create activities for old events. It will only create activities in Nutshell for Google events which occur in the future.
I created an activity with me and other users in Nutshell, but it didn't create an event in my Google Calendar. What gives?
Nutshell won't create activities or events that only have Nutshell users on them (i.e. there must be at least one non-Nutsheller added as a participant on the event/activity).
What if I add someone to the Google event who isn't a Person in Nutshell?
Nutshell will automatically create that Person for you if they don't exist!
Can I integrate with Apple Calendar?
Although we don't have a built-in integration with iCal, it is possible to connect Nutshell with iCal indirectly. In order to sync your activities to Apple Calendar, you'll need to access your Subscribable calendar feed from Nutshell.
What if someone sends me an event invitation on Google?
If someone sends you an event invitation on Google, that activity will sync to your Nutshell calendar. You will be able to edit the activity in Nutshell.
Is there a way to just sync Nutshell activities with Google Calendar, and not sync from Google to Nutshell?
Yes. If you click the user icon on the top right, then click Integrations, you can change your settings. Within the "Sync Nutshell with Google" section, you'll see Sync activities from these Google calendars. Uncheck the calendar(s).