Outlook Calendar Integration Setup

Create an Organization Account for a Calendar

To use this integration, you will need a Workato account. This will be set up when working with the Implementation Consultants when setting up the integration. 

Please reach out to the Support team for assistance in getting this setup.

Create an organization account for a calendar like any other user within your organization. This account will act as the main account where all Live Training events will be created, updated, and deleted as per the actions in Bridge Live Training.

This created calendar account will be considered as the organizer for all the calendar events.

It is recommended to have an organizer’s calendar account with the same calendar provider as learners/employees.

Authenticate Calendar Connector in Workato

You will receive an email from admin@workato.com with the subject in the format ‘Invitation to join team [Prod]<Your Org Name>

Click ‘View Invitation’ link in the email

If you don't already have a workato account, you will be directed to a Signup page. Enter password and create an account. If you already have an account, login with your email id and password.

Click on the Account name in the left side panel, and select the only account that appears. Account name will be displayed in this format: [Prod]<Your Org Name>

In the ‘Asset’ section, click on ‘Connections’. 

You can see the connection ‘CONN | Outlook Calendar Connection’ in the list

Select ‘CONN | Outlook Calendar Connection’. Following screen will appear.

Click the ‘Sign in with Microsoft’ button. Don't change anything in Advanced settings.

Authenticate Outlook Calendar connector with a  Outlook account (created in Step A)

Once the connector is successfully authenticated, the connector will be shown as ‘Connected’ in the connection list.

Disable Email Notifications in Bridge after enabling Calendar integration

In Bridge, Go to Admin → Notifications from the left sidebar.

Scroll down to the ‘Learners’ section.

Disable Email Notifications for highlighted sections

In the Authors section disable Email Notification for the "Live Training - Upcoming Session"

For additional assistance please reach out to the Support team.

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