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Overview

When an appointment or task comes in from your calendar system, it does not have a type like in SuperOffice. 

You can have Synchronizer try to set the appointment or task type in SuperOffice based on the category in your external calendar system.

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In your Synchronizer Settings, the option Use incoming category as SuperOffice category needs to be turned on.

1. Log into Synchronizer: Synchronizer Login
2. Go to Manage Profile > Customize systems > Show settings for SuperOffice online CRM > Incoming
3. Turn the slider to Yes for the option Use incoming category as SuperOffice category
4. Save

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When you now create a new appointment in Outlook and add a category (which is also present in SuperOffice CRM) the appointment will be synchronized into the SuperOffice CRM calendar with this category.

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1. Log into Synchronizer: Synchronizer login
2. Click on Edit preferences >Incoming
   Note:  When this button is not there, please consult your Synchronizer admin. More info
3. Turn the slider to Yes for the option Use incoming category as SuperOffice category
4. Save

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Video

Next In addition to a complete run full walk-through of the Synchronizer you ,  you can also see this feature on how to use incoming category as SuperOffice category in this instruction video:

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