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Sync Your CosmoLex Calendar with Google Calendar

Introduction

You can choose to synchronize your Google calendar events in real-time with the CosmoLex calendar. The integration is bidirectional, which means anything you create in CosmoLex will appear in your Google calendar, and vice versa.

How to set up integration

Firm Setup

  1. First, it must be turned on as an option for the firm. The administrator will log in and click on the setup tab. 
  2. Click the “Apps” tab on the bottom left of the screen
  3. Locate the Google Calendar app under calendar apps section > Click the OFF button. This will change the button to ON, showing a green color
 
 

User Setup

Now each user can turn on the integration for their own calendar.

  1. Start by clicking on Setup -> My Settings
  2. Click the User tab at the top under My Settings section
  3. Make sure Default Calendar is set as Google Calendar and click SAVE.
  4. Then click the button next to Google Calendar to turn on the sync feature.
 
When turned on, Google Calendar will prompt you with a permission screen and will ask which calendar you choose to sync with as shown below:
Cosmolex (Existing) – Is a new calendar that will be created in Google Calendar to sync within Cosmolex. (This is recommended).

Recommended: Google Calendar (Should match the name of your calendar) (Existing) –  Is the calendar that already has existing events that are linked to your Google Calendar. Calendar events that have been added prior to syncing, when synced with this calendar, will show in Cosmolex.

Click “Continue” when finished.

You will see a message that says, “Google Calendar is successfully linked to your Cosmolex Account!

Updated on July 17, 2018

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