- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Dropbox
Workbooks Exchange Server Sync
- Supported email clients
- Set Up
- What gets synchronised?
- WESS Troubleshooting
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Adding Targets, Conditional Formatting and CSS Styling
- Reporting with multiple currencies
- Drilling into Summary Views
- Improving Report Performance & Run Time
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Reporting Explained
- Exporting Reports
- Types of Split Columns
- Using Calculated Columns
- Audit Reporting
- Okta Authentication
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Transaction Documents
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
- Email & Integration
- Creating & Modifying Picklists
- Desktop Preferences
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Workbooks Scripts
- API Data
- Triggers and Webhooks
- PDF Configuration
- Contact Support
Releases & Roadmap
- September 2022 Release
- June 2022 Release
- March 2022 Release
- October 2021 Release
- June 2021 Release
- March 2021 Release
- 2020 Releases
- 2019 Releases
- 2018 Releases
- 2017 Releases
- 2016 Releases
- Workbooks Glossary
Installing and Managing Workbooks and Google Calendar Integration
- Installation - Setting up your organisation's Google Apps for Work account to allow Workbooks and Google Calendar to communicate, and establishing the correct environment on your organisation's Workbooks implementation to let users use the integration.
- Usage and Maintenance - An explanation of how the integration can be managed from a System Administrator's perspective.
The installation process is broken down into four key steps:
- Installation of the Workbooks Google App - Installing a Google App to your Google Apps for Work account to allow Workbooks and your user's Google accounts to interact.
- Choosing the User who will install the Plugin - Ensuring that the scheduled processes will run without the potential for interruption.
- Ensuring Capabilities are properly established for User Groups - Establishing the correct capabilities for your User Groups so that you and your users can interact with the necessary menu options to use the integration.
- Installing the Google Sync Plugin
The Google Calendar Synchronisation requires the Workbooks marketplace app to be installed on your company's Google apps account.
- The app is available free of charge here.
- For information on how to install an app to your Google account, please refer to Google's support pages for the latest information here.
The configuration above should be carried out by your company's Google Apps administrator. The app requires access to several areas within your Google account as it is also used for other Google integrations. These must be agreed to when carrying out the installation if you wish to continue. Google should present you with the following message:
The Plugin installs several Scheduled Processes that perform the tasks that are required for the Google Calendar integration. These processes will be run by the User that installs the plugin. For this reason, it is advisable to have a User set aside specifically for this purpose.
The main reason for having a separate automation User account as opposed to using an employee's account is that if you wish to deactivate the User for any reason (e.g. the employee leaves the company) then all of the processes will stop and you will lose Synchronisation functionality. After you have selected or created an account to install the plugin with, it is important to ensure they are part of a User group that affords them the necessary Capabilities to install and configure the functionality.
NOTE: To gain access to a User's Google Calendar, Workbooks needs to know the User's Google identity. To add this identity to Workbooks the User must login to Workbooks using their Google account via the 'Use your Google account' link on the login page.
It is worth noting that there are generic Workbooks Capabilities, not Google Calendar integration specific ones, that are required to enable this integration. There is a good chance that they will already be set up correctly for your User Groups, but if the name of the User Group has previously been edited they may not be, in which case follow this link to find out which capabilities to add.
Log in to Workbooks as the User you have decided is going to run the Scheduled Processes that perform the Google Calendar synchronisation.
Click Start > Configuration > Automation > Plugins > Add Plugin:
From here, select "Script Library" from the left hand picklist and then "Google Sync" from the other. NOTE: There might be other Plugins in this list dependent on other integrations that may be written in the future, or if you have developed any integrations of your own.
Click Install. Once the installation is successful, you will see the following message:
Managing Users Synchronise Calendars
A System Administrator has the ability to see which Users have synchronised a Google Calendar, the name of the Calendar they have chosen, and to disable the synchronisation.
For added control over the information that can be shared with Workbooks, it is suggested that you create a new Calendar in Google that will solely be used for integrations with Workbooks. This is because personal information is often not marked as private and is subsequently synced with Workbooks.
NOTE: It is standard Google functionality that invitations will be sent to your primary Google calendar. These invitations will need to be moved or shared into the Workbooks calendar in order for them to be synced.
Go to Start > Configuration > Email & Integration > Google Sync Config.
From here, any Users that haven't synchronised their Google Calendar will have a picklist in the Google Calendar column as seen below:
This allows you to pick a Calendar from the list of Calendars that they have created in Google on their behalf and synchronise them. Care should be taken at this stage, as any events that the User has in this calendar which are not marked as Private will be synchronised into Workbooks. For this reason it is advisable to establish an Organisation-wide naming policy for the creation of Workbooks specific Google Calendars. Once the desired Calendar has been selected from the picklist, click the Save button in order to confirm all changes made.
If you wish to either disable or synchronise a different Google Calendar to a User's Workbooks account, click the Disable button next to the relevant user as shown below:
You will see the following screen:
In order to cancel this process, click the Cancel button. If you wish to proceed, ensure you take note of the Delete synced records checkbox. If you choose to select this box then any Meetings synchronised to Workbooks from your Google Calendar will be deleted from Workbooks. This means that all Meetings will be preserved in the environment they were originally created, and only the synchronised copies will be deleted. This prevents duplicate copies being made if the same calendar is synchronised to Workbooks again.
After considering this and making the appropriate selection, click the Disable button if you wish to proceed with the process, or the Cancel button if you don't. After you have completed this process you will be able to synchronise a new calendar with Workbooks via the process used previously.