Export sales activities, whereabouts and leave to Google Calendar

Overview#

Export your own sales activities, whereabouts and leave from Bookmi to Google Calendar. When you turn a switch on, the next 30 days are exported right away, and after that every event you add or change follows. Reschedule in Bookmi and the Google event moves; cancel or delete it and it disappears from Google too. There is no need to enter anything twice.

Export runs one way, from Bookmi to Google. Edits made in Google Calendar are not copied back to Bookmi.

Steps#

1. Under Settings → Google Calendar, find Export to Google Calendar (shown only while Google Calendar is connected).
2. Turn on what to export: Sales activities (visits, meetings, demos…), Whereabouts (out of office, direct visits, business trips, remote…) and Leave (as "Out of office" in Google Calendar).
3. You see "Settings saved. Exporting N items from the next 30 days". Events are written one after another in the background, so wait a moment before checking Google Calendar.
4. From then on, just add and change events in Bookmi. Reschedules, cancellations and deletions are reflected in Google.

What is exported#

Sales activities#

• Activities you own whose type is Visit, Onsite, Meeting, Demo, Inbound Visit or Other, that have a date and time, and whose status is Planned, In Progress or Completed.
• In Google: the title is the type and subject, such as "訪問：subject"; the event starts at the activity date and time and ends after the duration (60 minutes if empty); the location is included.

Whereabouts#

• Your own whereabouts such as out of office, direct visits, business trips, remote work and in office (cancelled ones excluded).
• In Google: the title is the type and title, such as "外出：title". All-day whereabouts become all-day events marked as free, so remote days and business trips do not block your whole day; whereabouts with times show as busy.

Leave#

• Your own leave, including leave added to your whereabouts when a leave request is approved.
• On your main calendar it becomes Out of office in Google Calendar; half days use the morning or afternoon. Meeting invitations are not declined automatically; decide that in Google Calendar.
• On other calendars, or on accounts that do not support Out of office (such as personal Gmail), it becomes an all-day event titled with the leave type, such as "有給休暇".

Not exported#

• Calls, IM and email activities, cancelled and no-show activities, and markers such as contract dates. If an exported event later becomes one of these, it is removed from Google.
• Activities with a Google Meet link and activities imported from your calendar: they are already in Google Calendar, so nothing is duplicated. If you issue a Google Meet link after an activity was exported, the exported event is removed and only the Meet event remains.
• Activities owned by someone else. When the owner changes, the event is removed from the previous owner's calendar and added to the new owner's (if they have export turned on).
• Events that ended more than 30 days ago are not newly exported.

On the screen#

• Three switches: turn sales activities, whereabouts and leave on or off separately. Turning one off removes the events it exported from Google.
• Export to: which calendar to export to (Choose where to export and create a Bookmi calendar).
• Last export: when events were last exported. If something could not be exported, the reason appears in red.
• Export the next 30 days: exports the next 30 days again for the switches that are on. Unchanged events are not rewritten. Unavailable while all switches are off.
• If you see "Permission to create events in Google Calendar is turned off", use Reconnect on the card and allow all items.

FAQ#

• I turned it on but nothing appears in Google: wait a moment and reload Google Calendar. Check that you own the events, that they fall within the next 30 days (later ones are exported when you add or change them), and that the destination calendar is not hidden in Google Calendar.
• I changed the time in Google Calendar but Bookmi did not change: export is one way; change it in Bookmi. The next time you change that event in Bookmi, the Google event is overwritten with Bookmi's details.
• I deleted an event in Google: only that event is gone; export has not stopped. Change the event in Bookmi or click Export the next 30 days and it is created again. To stop exporting, turn the switch off.
• Are customers notified? No. Exported events have no guests and no invitations are sent.
• Can colleagues see what my appointments are about? That depends on how your Google Calendar is shared. Only "type: subject" and the location are exported, never internal notes. If that concerns you, export to a Bookmi calendar and share it separately.
• Call and email activities are not exported: that is by design; only types that take up your time, such as visits and meetings, are exported.
• Leave became an all-day event instead of Out of office: the destination is not your main calendar, or your Google account does not support Out of office (such as personal Gmail).
• Will a Google Meet meeting appear twice? No. Activities with a Google Meet link are not exported.