Keep your Exoserva schedule and Google Calendar perfectly in sync. When you connect Google Calendar, jobs you create in Exoserva automatically appear on your calendar, and personal events on your calendar block out time so AI scheduling never double-books you. This guide walks you through the full setup in about five minutes.
Estimated time: 5 minutes
Before You Begin
- An active Exoserva account (completed Guide 1: Creating Your Account)
- A Google account with Google Calendar enabled
- Admin or Manager role in your Exoserva workspace
Step 1: Open the Integrations Page
From the left sidebar, click Settings. In the Settings panel, find the Operations category and select Integrations. You will see a grid of integration cards including Thumbtack, QuickBooks, Voice AI, Calendar, and more.
Tip: You can also reach the Integrations section by clicking your company name in the top-left corner and choosing Settings from the dropdown.
Step 2: Open the Calendar Integration
Find the Calendar card in the integrations grid. It has a blue calendar icon and the description โSync with Google Calendar, Outlook.โ Click anywhere on the card or the arrow icon on the right side to open the Calendar Integrations settings page.
Step 3: Start the Google OAuth Flow
On the Calendar Integrations page you will see connection cards for Google and Outlook. Under the Google Calendar section, click the Connect button. A pop-up window will open asking you to sign in to your Google account.
Tip: Make sure pop-ups are allowed for the Exoserva domain in your browser settings. If the pop-up is blocked, you will see a browser notification โ click it to allow the pop-up and try again.
Warning: Use the Google account that owns the calendars you want to sync. If you use a shared or workspace account, make sure you have permission to grant third-party access.
Step 4: Authorize Exoserva Access
In the Google consent screen, review the permissions Exoserva is requesting. These include the ability to read and write calendar events. Click Allow to grant access. The pop-up window will close automatically and the Calendar Integrations page will update to show your connected Google account email.
Tip: Exoserva only accesses calendar events โ it cannot read your emails, contacts, or any other Google data.
Step 5: Configure Sync Direction
Once connected, you will see sync direction options. Choose the mode that fits your workflow:
- One-Way Import: Google Calendar events appear in Exoserva as blocked time, but Exoserva jobs do not go back to Google.
- One-Way Export: Exoserva jobs appear on Google Calendar, but your personal Google events are not imported.
- Two-Way Sync: Full bidirectional sync โ jobs and events flow in both directions.
For most service businesses, Two-Way Sync is recommended so your entire team sees a unified schedule.
Step 6: Adjust Sync Settings
Fine-tune how events are synchronized:
- Import Events: Toggle on to pull Google Calendar events into Exoserva.
- Export Jobs: Toggle on to push Exoserva jobs to Google Calendar.
- Export Estimates: Toggle on if you want estimate appointments to appear on Google Calendar as well.
- Block Time Slots: When enabled, imported Google events block those time slots in the Exoserva scheduler so AI dispatch avoids conflicts.
- Show Job Details: Controls whether job titles and customer names appear on the Google Calendar event or just show as โBusy.โ
- Reminder: Choose how far in advance you receive a reminder notification (e.g., 15 minutes, 30 minutes, 1 hour).
Tip: If you have technicians who manage their own Google Calendars, enabling Block Time Slots is highly recommended โ it prevents the AI scheduler from assigning jobs during their personal appointments.
Step 7: Set Your Timezone and Sync Interval
Select your timezone from the dropdown to ensure events land on the correct times. Then choose a sync interval that determines how often Exoserva checks for changes. The default is every 15 minutes, but you can set it as low as 5 minutes for near-real-time updates.
Tip: A shorter sync interval means faster updates but slightly more API usage. For most businesses, the 15-minute default strikes a good balance.
Step 8: Verify the Connection
After saving your settings, look at the Google Calendar card on the Calendar Integrations page. You should see:
- A green Connected status badge
- Your Google account email address
- The Last Sync timestamp showing the most recent sync time
If any of these are missing or show an error, click Sync Now to trigger a manual sync and check the sync history for error details.
Step 9: Test the Integration
To confirm everything works end-to-end:
- Go to the Schedule Board in Exoserva and create a test job.
- Wait for the next sync interval (or click Sync Now on the Calendar Integrations page).
- Open Google Calendar and verify the job appears as an event.
- Create a personal event in Google Calendar.
- Return to Exoserva and verify the event appears as a blocked time slot.
If both directions work, your integration is fully operational.
Whatโs Next?
Now that youโve completed this guide, check out:
Need help? Post in the Tech Support category or contact support@exoserva.com.
