How to connect your Calendar Integration

1. Log in to your portal

2. Click Settings

3. Click Integrations

4. Select Add account under the calendar provider that your company uses

   

5. Proceed with the OAuth process.

   Note: The application will appear as nylas.com. Nylas is the sub-processor we use to handle our calendar integration.

6. When you see the Connected Accounts calendar has gone from 0 to 1 (or increased by 1), the integration is complete.

   

FAQs

1. Do we need to do anything to reconnect our calendar integration?

   Yes. The calendar integration will need to be reconnected in the new Chezie environment. This is done by your Chezie admin (not IT), directly from the Integrations page inside the new platform after your first login. No new service account or IT action is required in most cases — you'll just re-authorize using the existing account you set up originally.

2. Why does it ask for admin approval when we try to reconnect the calendar?

   Because the new Chezie platform is technically a new application, your organization's IT policies may require an admin to approve the OAuth connection before it goes through. This is the same approval your IT team gave when you first connected Chezie. You'll need to reach out to the person who handled that original setup and ask them to approve the new app. This is a one-time step.

Do we need a dedicated service account for the calendar integration? Can it be the same one we used before?

Yes, you can reuse the same service account. You don't need to create a new one. The reconnection process just re-authorizes the existing account in the new environment. If your organization uses a dedicated calendar account for ERG events (e.g., ergs@yourcompany.com), that account should be used again during reconnection.

We use Microsoft Calendar/Teams. Are there any special steps for us compared to Google Calendar users?

The reconnection process is the same for both Google and Microsoft. One thing to be aware of: if your Microsoft tenant has restrictions on third-party app authorizations, your IT team may need to approve the connection — see the question above about admin approval. Also note that if you use Microsoft Teams for video meetings, you do not need to set up a separate video integration — Teams is handled automatically through the Microsoft Calendar connection.

We use Zoom (or Webex) for video. Does that need to be reconnected too?

Zoom and Webex integrations will also need to be reconnected in the new environment. If you have a custom or enterprise-level video integration, please let us know in advance — some of these require additional setup time and we may need to discuss your specific configuration. Google Meet and Microsoft Teams are handled through the calendar integrations and do not need separate reconnection.

What happens to events that were already created in the old platform?

Events created before your migration cutoff date will remain visible but will no longer be editable within the Chezie platform after that date. If you need to make changes to a pre-migration event, you can edit it directly in your service account's calendar (Google Calendar or Outlook). We'll give you a specific cutoff date ahead of your migration window so you can plan accordingly — ideally, avoid scheduling new events in the old platform once you've been given a migration date.

After the calendar is reconnected, will attendance tracking still work?

Yes. Once the calendar integration is reconnected in the new environment, attendance will be captured automatically for events created through the platform, the same way it worked before.