Syncing Your Calendar

Modified on Tue, 19 Aug at 10:18 AM

Stay on top of your availability in occy by syncing your Microsoft 365 or Google calendar with your occy calendar. This ensures that all interviews scheduled through the system are aligned with your existing meetings and commitments while giving you complete visibility of your schedule directly within the occy platform.


Find out how in the demo or step-by-step written instructions below.


Accessing the Calendar Section


Access the Calendar section to add, remove, and refresh your calendar connection. 


Find the Calendar section by choosing Settings from the main menu, then My Account and Calendar.




Connecting Your Calendar


  • Connect your calendar by clicking the Add Calendar button.



  • Click the Connect button on the relevant tile.



  • Next, add your email account login details into the window. You may be prompted to authenticate the login using an authenticator app.


Note: If you encounter a 'failed' or 'need admin approval' message when connecting to Microsoft 365, you may need IT admin approval from your company to continue. Find more details on the next steps below.



  • Your calendar will now appear at the top of the Calendar section.
  • Instantly update your calendar by clicking the Refresh button. 



Note: If manually refreshing the calendar, the system will process the request once every 20 minutes. This means if you refresh the calendar and then refresh again after ten minutes, the second refresh request will not process until twenty minutes after the last successful calendar refresh. 


Disconnecting A Calendar


Disconnect your calendar using the bin icon next to the connected calendar.




Assistance Connecting to Microsoft 365


You may need an IT Admin to enable your Microsoft 365 account to sync with occy if you receive any of the following issues when syncing your calendar:


  • Failed message
  • Need Admin Approval message


  • Ask your administrator to locate the occy application in the Microsoft Azure Marketplace .
  • Click on Get It Now for guidance on installing this application in your tenant, or go straight to the documentation.


The steps your IT admin needs to follow are also available below, but please refer back to the Microsoft Documentation if you need more detailed information or instructions:


  • Open your Azure AD portal.
  • Click on Enterprise Applications and look for the Occy application.
  • Click on the Occy app and select Add User/Group.


Note: Someone with administrator privileges on your Microsoft 365 domain will need to complete this.

  • Add the Microsoft 365 users that need access to occy with the Default Access role.
  • If your IT team do not wish to complete these steps for every individual user, they can create an Active Directory Group and add the group here rather than individually. Subsequently, access can be provided to users by adding them to the new Active Directory Group.


If you do not have any users connected to the occy app, the easiest way is to create a user on occy who is also an administrator for the Microsoft 365 domain. Ask this user to sync their calendar and authorise the occy integration on Microsoft 365. This is a required one-time step. The user licence on occy can be released, and you can follow the guidance above to ensure the integration works for all your occy users.

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