Integrate Microsoft 365 or Outlook calendars

Zavvy can create calendar events directly in your employees calendars so that they don’t miss any important events and have time reserved correctly.

Zavvy achieves this by integrating with companies’ Microsoft 365 account using a Service user.

A Service user is a special type of user that you will add to your Microsoft 365 account. Using the guide below, you will setup special permissions for this user such that, using this Service user, Zavvy can access calendars of your employees that are on Zavvy and create Events for them automatically.

In this document, you'll learn how to set up a Service user and use that to give access to Zavvy.

Prerequisites

  1. Admin access to your company-wide Microsoft 365 account.

Step 1: Create a Service account user

1. Sign-in to your Microsoft 365 admin center at https://admin.microsoft.com.

2. Add a new user under Users > Active users > Add a user and fill in the details.

❗ This will be Service user that you will use to connect with Zavvy. We advise to use a very descriptive and distinguishing name for this user. This will help you, or other admins, immediately realise the purpose for this user when you later see this user in your Microsoft account.
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  • Display name: Zavvy Calendar integration Service User
  • First name:
  • Zavvy Calendar integration
  • Last name:Service User
  • Username: zavvy-calendar-service-user@<your-company.com>

3. Set up password:

- uncheck “Automatically create a password”

- uncheck ”Require this user to change their password when they first sign-in”.

- Choose a password and store it safely. You will need this later to connect this account with Zavvy.

4. Click Next.

5. On the Product licenses section, select Create user without product license. The user does not need a license.

6. Click Next.

7. Leave the Optional Settings in default or empty.

8. Click Next and Finish adding.

9. Make a note of the full Username and Password. You will need them in the later steps.

Step 2: Give permissions to the User

In this step, you will setup required permissions for the newly created Service user. To do this, we will create a new RoleGroup specifically for Zavvy’s calendar integration so that the Roles that you select for this user don’t overlap with any other RoleGroups within your company.

  1. Open Exchange admin portal by searching for “Exchange” in the search bar or simply visit: https://admin.exchange.microsoft.com.
  2. Select Roles > Admin roles > Add role group.

1. Fill in the details.

2. ❗ We advise to give it a very descriptive name and description so that other admins can easily realise the purpose of this Role group. We advise the following:

3. NameZavvy calendar integrationDescriptionThe roles in this group are added to a Service user that will be connected with Zavvy (http://app.zavvy.io/) as part of Zavvy’s Calendar integration.Write scopeDefault

4. Click Next.

5. On Add Permissions, look for “ApplicationImpersonation” role and select it.

6. Click Next.

7. On Assign admins, look for the User that you created in the previous step and add that user.

8. Click Next, review the details and finish by clicking Add role group.

Step 3: Connect Zavvy with the Service user.

In this setup, you will finish the integration by singing-in to Zavvy and connecting the Service user to Zavvy.

  1. Login to Zavvy and navigation to http://app.zavvy.io/company_admin/integrations.
  2. Looks for Microsoft Calendar Integration and click Connect.
  3. On the Microsoft login page, login with the Service user’s username and password.
  4. ❗ Depending on your organisation’s setting, you might be asked to setup two-factor authentication on the user and please set it up by following the instructions.
  5. Once complete, you will redirected back to the integrations page on Zavvy and under Microsoft Calendar Credentials, you will see the username of the user that is connected.
  6. Make sure that the connected user is the same as the Service user you created in Step 1. If not, please repeat all the steps from Step 3 using the Service user on the Microsoft login page.

🎉 Congratulations! You have now successfully integrated Microsoft Calendar with Zavvy. You will now be able to create Microsoft Outlook calendar events directly from Zavvy. To test, you can create a sample Event on Zavvy with a schedule and activate it. In a few minutes, the Event will be created in your calendar.

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