Rocket Matter Knowledge Base OutlookHow to sync with Outlook Calendar

How to sync with Outlook Calendar

Now you can share calendar events, e-mails, and contacts between Outlook and Rocket Matter.  The calender integration is a  2-way sync: Create an event in Outlook and it appears in RocketMatter – and vice versa.  The calendar sync refreshes hourly, but you can manually sync as needed.  

1.  Confirm that your version of Outlook will work in the Rocket Matter/Outlook calendar sync.

The following versions of Outlook are compatible with the RocketMatter/Outlook Calendar sync:  Outlook 2007, 2010, 2013 and 2016.  

1a.  If you are using Office365 version 2013 or 2016, you'll need to install Desktop Apps.

1a.  If you are using Office365 version 2013 or 2016, you'll need to install Desktop Apps.

2.  If you have other integrations enabled, DISABLE existing integrations before enabling the RocketMatter/Outlook calendar sync.

We recommend disabling other calendar integrations before enabling your Rocket Matter/Outlook calendar integration.  

- 1-way calendar feeds can be disrupted by clicking "Reset My Internet Calendar Integration" on your Edit User page. You may also need to manually remove the integration feed in your external calendar

-  Remove your 2-way Google Sync by clicking "Disable Google Calendar Integration" on your Edit User page.

3.  If you are new to the Rocket Matter/Outlook Integration, install the Outlook Plugin.  

3a.  If you already have the Outlook Plugin installed, the RocketMatter Add-On will update automatically.

3b.  If you don't already have the Outlook Plugin installed, install the Outlook Plugin.

4.  Enable Outlook Calendar Sync in Settings

4a.  Navigate to My Profile.

If you are an Administrator setting up another User's account, navigate to Settings > Users : Manage Users > Edit User page.

4b.  Scroll down and select "Enable Outlook Calendar Sync".  Then click "OK" to confirm your settings.

4b.  Scroll down and select "Enable Outlook Calendar Sync".  Then click "OK" to confirm your settings.

5.  Open Outlook Calendar.  

5.  Open Outlook Calendar.  

6.  Click "Add-ins"

6.  Click "Add-ins"

7.  Click the Rocket Matter drop-down box.

7.  Click the Rocket Matter drop-down box.

8.  Enter your RocketMatter login credentials, and click "Continue".

8.  Enter your RocketMatter login credentials, and click "Continue".

9.  Click "RM Calendar setup".

9.  Click "RM Calendar setup".

10.  Select the calendar you wish to sync with Rocket Matter.  

10.  Select the calendar you wish to sync with Rocket Matter.  

11.  Select the starting date from which you'd like your calendar to sync from:

11.  Select the starting date from which you'd like your calendar to sync from:

You can set your starting date by selecting from 1 of 2 dropdowns:

- Today/3 Months/6 Months/1 Year

or

- Custom

12.  Click "Continue".

12.  Click "Continue".

13.  Select "Sync Events with RM".

13.  Select "Sync Events with RM".

Tips:  

-  Select "Sync Events with RM" to begin your initial RocketMatter/Outlook Calendar sync

-  Outlook syncs with Rocket Matter every hour automatically

-  You can manually sync RocketMatter and Outlook by clicking "Sync Events with RM" as needed.

 

14.  Rocket Matter events will now appear in Outlook.

14.  Rocket Matter events will now appear in Outlook.

15.  Outlook events will now appear in Rocket Matter.

15.  Outlook events will now appear in Rocket Matter.

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com