Calendar export: appointments in your own calendar

Tesoro appointments automatically in your own calendar, viewings, meetings, tasks. Generates a unique iCal feed URL that your calendar reads every X minutes.

When to use this

• You want CRM appointments on your phone calendar
• You don’t want to manually retype anything
• A full team calendar overview in one Google Calendar account

Generating a personal iCal URL

1. Settings → Personal Settings → Calendar (or Calendar Export).
2. Click Generate Calendar URL.
3. The URL appears. Copy it.
4. (Optional) Regenerate if you want to invalidate the old one.

URL = your calendar access

Anyone with that URL can read your appointments. Do not share without reason. If in doubt: Regenerate for a new URL.

Adding to Google Calendar

1. Open Google Calendar in your browser.
2. On the left: Other calendars → + → From URL.
3. Paste your Tesoro URL → Add calendar.
4. First sync within 24 hours (Google determines timing, not real-time).

Adding to Apple Calendar

Mac

1. Open Calendar.app.
2. Menu File → New Calendar Subscription.
3. Paste URL → Subscribe.
4. Set refresh interval (15 min, 1 hour, daily, …).

iPhone / iPad

1. Settings app → Calendar → Accounts → Add Account.
2. Other → Add Subscribed Calendar.
3. Paste URL → Next → Save.

Adding to Outlook

1. Open Outlook.com or desktop Outlook.
2. Calendar → Add calendar → From internet.
3. Paste URL + give it a name → Save.

What is exported

• Meetings (viewings, meetings) with title, date/time, location, participants
• Tasks with deadline, priority
• Calls with scheduled time, participants

Activities without a time (notes) are not included, they have no calendar relevance.

Sync frequency

Calendar	Refresh
Google Calendar	Determines itself, often 12, 24 hours, not adjustable
Apple Calendar	Can be set, default every hour
Outlook	Default every hour

Not real-time. Last-minute changes are only visible on the next refresh.

Read-only

Changes in your external calendar are not sent back to Tesoro. Always edit via CRM. Synchronization is one-way Tesoro → calendar.

Next step

Notifications In-app + email notifications for activities.