Managing Calendar Import/Export Options

Video Tip - Go to the 5:01 mark of the video to view information on Calendar import/export options, including syncing to other e-calendars.

Inside the Calendars tool, you can:

  • Connect your Planning Pod Calendar to another e-calendar so that your Planning Pod Calendar items appear in your other calendar (refresh rates may vary depending on your e-calendar of choice).
    • Note that this is a one-way sync of your Planning Pod Calendar items to another e-calendar and WILL NOT pull your other e-calendar items into Planning Pod. All synced Planning Pod calendar items will be view-only in your other e-calendar.
    • This feature is compatible with most other e-calendars that support the iCal format, including Google, Apple and Yahoo.
  • Import calendar items from another e-calendar into your Planning Pod calendar via an .ics file.
    • Note that this is a one-time import of all the items in the .ics file and will not continually sync new items from your other e-calendar with Planning Pod.
  • Export calendar items from your Planning Pod calendar to another e-calendar via an .ics file.
    • Note that this is a one-time export of all the current items in your Planning Pod Calendar and will not continually sync new items from Planning Pod to your other e-calendar.

To Sync Your Planning Pod Calendar One-Way to Another E-Calendar:

  1. Click on "Calendars" in the main navigation bar.
  2. Click on the "Import/Export" button and select the "Sync to Other E-Calendars" option.
  3. Copy-and-paste the appropriate Feed URL to the appropriate place in your current e-calendar. We provide Feed URL options for syncing the following calendar items:
    • All items
    • Items from Personal sub-calendars only
    • To-Do's only
    • Budget payment reminders only
    • Appointments only
    • Event dates only
    • Expiring Lead holds only
    • Invoice due dates only
    • Invoice schedule payment due dates only

Where to Paste the Feed URL in Popular E-Calendars:

  1. Google
    • In your Google calendar, find the "My Calendars" area in the left column; click on the plus symbol there; and select the "From URL" option. Paste the Feed URL in the appropriate field and click "Add Calendar."
  2. Android (phone/tablet)
    • First, follow the instructions above for adding the Feed URL to your Google calendar (do this on your computer). Then open the Calendar app on your Android device; select "Calendars"; make sure the checkbox next to your new Planning Pod synced calendar is checked; click "Done".`
  3. Apple (Computer)
    • In your Apple calendar on your computer, click on "File" and select the "New Calendar Subscription" option. Paste the Feed URL in the appropriate field and click "Subscribe."
  4. Apple (iPhone/iPad)
    • On your iPhone/iPad, click on the Settings app; click on "Accounts & Passwords"; click on "Add Account"; click on "Other"; click on "Add Subscribed Calendar"; paste/type in Feed URL; click "Next"; click "Save".
  5. Yahoo
    • In your Yahoo calendar, click on "Actions" in the top bar and select the "Follow Other Calendars" option. Create a name for your sub-calendar and paste in the Feed URL into the "iCal Address" field and click "Continue."
  6. Outlook
    • Different versions of Outlook have different methods of accepting iCal feeds, so consult your Outlook help guide for details on how to add iCal feed subscriptions/URLs.

To Import Calendar Items From Another E-Calendar into Planning Pod (via .ics file)
NOTE: Before you begin this process, you will need to export/download the .ics file from your existing e-calendar.

  1. Click on "Calendars" in the main navigation bar.
  2. Click on the "Import/Export" button and select the "Import (.ics file)" option.
  3. Select the Planning Pod sub-calendar that you want to add the imported calendar items into.
    • NOTE: If you want these imported items to be placed in their own sub-calendar, you will need to add a new Personal sub-calendar before starting this import process. Once you do that, you can add the imported items to the newly created Personal sub-calendar.
  4. Click the "Choose File" button and select the .ics file on your computer.
  5. The calendar items from the .ics file will be uploaded momentarily.

NOTE: You can also import calendar items with an .ics file in the "Settings / Import from Files" area of your account.

To Export Calendar Items From Planning Pod to Another E-Calendar (via .ics file)

  1. Click on "Calendars" in the main navigation bar.
  2. Click on the "Import/Export" button and select the "Export (.ics file)" option.
  3. The .ics file will download to your computer momentarily. You can then import this .ics file into your other e-calendar.
    • NOTE: This is a one-time download of all the current items in your Planning Pod calendar. When you import this into another e-calendar, it will only load the current items and it will not sync any new items you subsequently add to your Planning Pod calendar.
Have more questions? Submit a request

0 Comments

Article is closed for comments.