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  Public Ticket #2945026
Outlook Integration
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  •  2
    Javier started the conversation

    Good morning and Merry Christmas, I am trying to integrate an Outlook account with Amelia and after doing the process in Azure, copy the codes, synchronize the employee accounts etc. Everything is apparently correct. However, I don't see the appointments generated in outlook in Amelia's control panel, and I don't see the ones I have created in Amelia in Outlook either. I assume it is not syncing. If you can help me I will appreciate it

  •  111
    Stanislav replied

    Hello Javier,

    Thank you for reaching out to us.

    Please make sure you go through our Outlook Calendar Integration documentation, and check out the video instructions in there.

    It can happen that you connected your employee to his/her Outlook Calendar, but the calendar dropdown in the Employee's profile in Amelia is blank and showing "No Data":

    7530685173.png

    This happens only if you copied the wrong credentials from Azure into Amelia.

    1. Go to Amelia Settings/Integrations/Outlook Calendar, and verify that the Redirect URI is this: https://yourwebsite.com/wp-admin/ (please note that you have to replace "yourwebsite.com" with your actual website's URL, and make sure to close "wp-admin" with /)

    2. Access Azure, go to "Azure Active Directory/App Registrations", and delete the existing App Registration.

    3. Click on "New Registration". In the “Who can use this application or access this API?” check the option “Accounts in any organizational directory (Any Azure AD directory – Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)”

    4. Below that, under Redirect URI, paste your redirect URI from Amelia: https://yourwebsite.com/wp-admin/ and click on "Register"

    5. Copy the "Application (client) ID" and paste it into Amelia Settings/Integrations/Outlook Calendar:

    4923181915.png

    6. On the left-hand side menu, access "Certificates & Secrets” and click on the “New Client Secret”

    7. When you add the description ("Amelia" for example), select the expiration to be the longest possible choice (I believe 24 months is currently the longest option), and click on "Add".

    8. Copy the "Value" field:

    1881673359.png

    And paste it into Amelia Settings/Integrations/Outlook Calendar:

    2087608321.png

    That should be it. Go to Amelia/Employees, and if the employee is still connected to the non-existing calendar, click on "Sign out of Outlook", delete all cache from your website, and then try again.

    I hope it helps.

    If you need some further assistance, please don't hesitate to contact us.

    Have a nice day!

    Kind Regards, 

    Stanislav Snagovskiy
    [email protected]

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