Setting Up the Google Calendar Integration

Connect Google Calendar so FieldPulse jobs post automatically as calendar events and your whole schedule lives in one view.

Who uses this: Admins can enable this integration. Availability: Requires a Google account.

Connecting the Google Calendar integration posts every new FieldPulse job to your Google Calendar automatically, so your jobs and the rest of your day sit in one schedule.

Overview

The Google Calendar integration is a one-way sync: jobs created in FieldPulse are added to your Google Calendar as events. Events created in Google Calendar are not added to FieldPulse. Only jobs created after you connect sync over — existing jobs are not backfilled.

Each synced event carries these details from the FieldPulse job record:

• Job Title

• Date/Time

• Customer Name

• Location

• Assigned Team Members

• Notes

The event title combines the job title and the customer name.

Before you begin

• You need a Google account with the calendar you want jobs to post to.
• Decide which Google Calendar should receive the jobs — you choose it during setup.

Connect Google Calendar

1. Go to Company Settings.

2. Select Features & Plugins.

3. Find Google Calendar and select Enable.

   

4. On the My Settings page, select Enable Google Calendar.

   

5. In the pop-up window, select the Google Account you want to connect. If you are not already signed in, sign in to your Google account to continue.

   

6. Choose which Google Calendar to sync your FieldPulse jobs to.

Create a job as usual in FieldPulse and it appears on the calendar you selected.

Turn off the sync

To stop syncing at any time, go to Company Settings, Features & Plugins, Scroll down to Google Calendar and click My Settings and select Disable Google Calendar.

FAQs

What records sync to Google Calendar?

Jobs and site visits both sync from FieldPulse to Google Calendar - the Overview above only mentions jobs, but site visits sync too.

I’m an admin or team manager - will my team’s jobs sync to my calendar?

No. Even though admins and team managers can see all jobs in FieldPulse, only jobs assigned directly to you sync to your Google Calendar. A job assigned to someone else will not appear on your calendar.

Related articles

• Availability & Scheduling Overview

Your setup is working when you create a new FieldPulse job and it shows up on your chosen Google Calendar with the job title, customer name, time, and location on the event.