It’s Tuesday, and that means another Two Minute Tuesday video! This week we’re talking about PCRecruiter’s ability to sync with Google Calendar, which is not only a great way to see and manage all of your scheduled items in one place but also allows you to work with your PCRecruiter Schedule using external software and devices, using Google as the intermediary.
Instructions for this setup are available in the Learning Center. Please note that, like many PCRecruiter API integrations, this sync feature may only be available to pcrecruiter.net hosted accounts.
If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net
Weâre back for another Two Minute Tuesday, Main Sequenceâs series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.
Today weâre going to look at synchronizing PCRecruiterâs built-in schedule with your Google Calendar. If you use the PCR schedule for your recruiting appointments, but use Google Calendar for everything else, syncing them will let you see, and manage, all of the events in one place. Plus, by syncing your Google Calendar with your mobile device, Outlook, or other calendar management software, youâll be able to work with your PCRecruiter Schedule using third-party software, with Google as the intermediary.
Before we can sync, we need to make sure that the user account in PCR has the proper security settings. Under System, weâll select Users, and then Manage Users â if you donât see these options, log into PCR as an admin, or have an admin user do this step for you. On the user record, we select Security from the sidebar, and then verify that the âSynchronizationâ option is set to âImport, Exportâ. Clicking Save stores any changes.
Now we can sync with Google. Weâll make sure weâre logged in with the desired PCR user account, and then search for Sync under the System area to get to the Contact/Calendar Sync Settings.
In the popup window, we see a red status indicator, showing that thereâs no active connection to Google. We click âConnectâ and pick the Google account we want to sync with from the list. Weâll click âAllowâ to authorize PCR with access to this Google account. Now the status indicator is green.
Next, weâll click the Setup option. In the Sync Setup, weâll pick our time zone, and then select which PCRecruiter Schedules to sync. I have two configured in my PCRecruiter account, but I only want to sync this âPersonal Meetingsâ schedule with Google, so Iâll leave the other unchecked. Clicking âSaveâ activates the sync.
Now a new âPersonal Meetingsâ calendar will appear in my view on Google, and any changes made at either end will be reflected on the other. If I add an event to my âPersonal Meetingsâ Calendar in Google, it will show up on the schedule in PCR. And if I move that event later in the day in PCR, it will be moved in Google too. Changes are synced roughly every five minutes, but often faster.
The sync only affects this particular calendar, and doesnât alter or merge with any other Calendars you have in your Google account. We also recommend setting a distinct color for the synced calendar in PCR and in Google so itâs easy to differentiate.
One last note â if youâre still logging into the old PCR 8 web version for some tasks, we recommend that you only edit the schedule from PCR 9 after syncing with Google. Saving events from the PCR 8 calendar, particularly recurring items, can lead to synchronization problems.
For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.
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