Let’s get started here…
Cloud to Cloud Sync Connector
This feature will sync Google accounts to PlanPlus Online.
- Log in to your PlanPlus Online account and click the cog button in top right,
then Preferences>> SetUp Wizard (far left column)
2. Under “Sync, Connectors, and Add-ons”, select “Setup / Manage Your Sync Accounts”
Before configuring your Sync Connectors please check your time zone settings
in your Google Account. Improper time zone settings is the #1
cause of appointment duplication.
3. Select ” + Google Account “.
4. Follow remaining instructions on the pages that follow.
|Nothing is syncing||Check credentials. Login successful?|
|Appointments syncing at wrong times.||Check time zone settings.|
|Some appointments did not sync.||Update the appointment record to refresh the last update stamp.
(Note: Known Issue—appointments created by other users may not sync. Fix pending.)
|Duplicate contacts or appointments.||Contact PlanPlus Online support at: (801) 456-8197
Be prepared to answer these questions:Did you have duplicates on your initial sync, or did the duplicates show up after the initial sync?
How many different apps or programs are you trying to sync?If needed:Remove all sync connections.
Start with just one.
Get that connection working.
Add another connection, then others—one at at a time after each successful sync.
Create single set of non-duplicate records.
Delete records on the other side.
Initiate sync.Authentication errors for escalation teamOAuth = configure sync setup
Login Failed = PlanPlus Online account may be suspended
Internet Error = Internet connection error 403
Q: How far back does the Google / Microsoft 365 sync pick up appointments?
A: Thirty days for appointment date, task due date (no due date will always appear).
Q: Can the Google Integration sync multiple calendars from one Google account?
A: Yes. Multiple google accounts can be configured for sync.
Q: Do the different calendars in google sync over as Categories into PlanPlus?
Q: How Frequently does the connector sync?
A: Approximately every 15 minutes, can be as long as 60 minutes. (It may be faster in the future).
Q:What triggers a sync?
A: Built-in timer, every 15 minutes.
Q: Does it sync attendees?
Q:When I’m INVITED to an appointment will it sync to Google/ Microsoft 365?
Q: Does the Outlook 365 connector work with MS Exchange?
A: If you provide the custom sync URL.
Current bugs/known limitations:
- Contact Birthdays will not show up in Google as appointments.
- Not supporting accents on non-English characters
To Return to the Main “Getting Started with Sync” click here