This knowledge base article will guide you through the process of syncing your Google or Outlook calendar with the deliveries in your Delivery Hub.
Step-by-Step Instructions
Dealer By Design
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Log in to Dealer by Design.
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If you haven't already, log in to your Dealer by Design account by visiting the Login page and entering your email address and password.
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- Click the Settings icon.
- Click the Settings icon in the bottom-left corner of the screen to open the Settings menu.
- The Settings menu will display various options (e.g. user settings, global settings, help, logout) depending on your user role (admin or non-admin).
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Click the User Settings icon.
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Click the User Settings icon to the right of your user name.
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Check the Enable iCal Export.
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In the iCal Settings section at the bottom of the User Settings, check the "Enable iCal Export" checkbox.
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- Select the Calendar Content option.
- The "Only your deliveries" option will be selected by default. This option will only sync deliveries where your user account has been selected as one of the delivery representatives (i.e. Sales Rep, Sales Manager, Delivering Rep, Finance Rep).
- The "All deliveries" option will sync all deliveries regardless of the selected delivery representatives.
Note: 4 weeks of deliveries will sync to your calendar (current, next and 2 previous).
- Copy the iCal URL.
- Click the "Copy iCal URL" button at the bottom of the iCal Settings section. This will copy the iCal URL to your clipboard.
- To continue, see either Google Calendar or Outlook Calendar sections below for next steps.
Note: There may be a syncing delay up to 30 minutes in both Google and Outlook calendars.
Google Calendar
- Open Google Calendar.
- Go to Google Calendar and sign in with your Google account.
- Access Calendar Settings.
- On the left-hand side, find the section titled "Other calendars."
- Click the "+" icon next to "Other calendars."
- Select "From URL".
- In the dropdown menu that appears, click "From URL."
- Paste the iCal URL.
- In the text field labeled "URL of calendar," paste the iCal URL you copied earlier.
- Add the Calendar.
- Click the "Add calendar" button. Google Calendar will import the events from the iCal URL.
- Confirm Calendar Addition.
- The new calendar should now appear under the "Other calendars" section on the left-hand side of Google Calendar.
- Adjust Calendar Settings (Optional).
- To customize the calendar (e.g. change the colour or notifications), click the three dots next to the calendar name and choose "Settings."
Outlook Calendar
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Open Outlook Calendar
- Go to Outlook Calendar and sign in with your Microsoft account.
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Access Calendar Options
- On the left-hand side, locate the "Add calendar" option (a "+" icon) and click it.
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Choose "Subscribe from web"
- In the pop-up menu, select "Subscribe from web."
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Paste the iCal URL
- In the text field labeled "Link to the calendar," paste the iCal URL you copied earlier.
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Name the Calendar
- In the "Calendar name" field, enter a name for the calendar to make it easily identifiable.
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Choose a Color and Charm (Optional)
- Customize the calendar’s colour and charm if desired.
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Add the Calendar
- Click the "Import" button to complete the setup.
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Confirm Calendar Addition
- The new calendar will appear under the "Other calendars" section in Outlook Calendar.
Conclusion
Syncing your calendar using an iCal URL ensures you stay updated on your deliveries, or all deliveries, for your dealership.