Top Producer® 8i CRM: Calendar Feed

  • August 4, 2021  |   3 minute read

Using the Calendar Feed feature, you can add your Top Producer CRM calendar to your Office 365 calendar, Apple calendar or Outlook 2016 calendar. All you have to do is copy a link in Top Producer CRM and then paste it in to your calendar program.

To set up the Calendar Feed integration:

1. In Top Producer CRM, go to Settings > click the Integrations tab.

Settings

2. In the Calendar Feed section, copy your Calendar Feed Link, either by clicking the Copy button or by highlighting the URL and pressing CTRL + C on Windows, CMD + C on a Mac.

Calendar URL

3. Now you can paste the URL into your other calendar system:

Office 365 calendar
  1. Open your calendar.
  2. On the Outlook navigation bar, click the App Launcher app icon > then click Calendar.
  3. Click Add Calendar > Subscribe from web.
  4. Paste the link you copied from Top Producer CRM (CTRL + V on Windows; CMD + V on a Mac).
  5. Enter a Calendar name and click Import.

 

Outlook 2016
  1. Open your calendar.
  2. Click the Folder tab along the top > then click the Open Calendar drop-down > then click From Internet.
  3. Paste the link you copied from Top Producer CRM (CTRL + V) > then click OK.
  4. If prompted, click Yes to subscribe to updates.

 

Apple Calendar

How you set up the Calendar Feed depends on what Apple products you have. If you have multiple (a Mac, iPhone and/or iPad), you may want to use an iCloud account, which will keep all devices in sync.

On the contrary, if you just want it on 1 Apple device, here are the steps:

Mac:

  1. Open your calendar.
  2. Select File > New Calendar Subscription.
  3. Paste the link you copied (CMD + V) > then click Subscribe.
  4. To make sure changes you make in Top Producer CRM are reflected in this calendar, change the Auto-refresh frequency to Every day > then click OK.

iPhone/iPad:

  1. From the Settings area on your iPhone or iPad, tap Passwords & Accounts.
  2. In the Accounts section, tap Add Account > then tap Other.
  3. Tap Add Subscribed Calendar > enter or paste the link you copied in Top Producer CRM.

 

FAQs

Can I edit my Top Producer CRM calendar in my other calendar?
No, your Top Producer CRM calendar will be view only, but changes you make in Top Producer CRM will eventually appear in your other calendar. How long that takes depends on your calendar program.

 

If I make a change in Top Producer CRM, will this change appear in my other calendar?
Yes, changes you make in Top Producer CRM will eventually appear in your other calendar. How long that takes depends on your calendar program.

 

Will all of my appointments since the beginning of time appear in my other calendar?
No, when viewing your Top Producer CRM appointments in your other calendar, you’ll see the past 100 appointments, as well as 500 of your future appointments.

 

Will my team appointments and recurring appointments be displayed correctly in my other calendar?
Yes, the Calendar Feed feature supports team and recurring appointments, so these will appear correctly in your other calendar.

 

I'm already using Outlook Sync to sync my calendar. Should I use the Calendar Feed instead?
The Calendar Feed is an easy, reliable method to see your Top Producer CRM events in your other calendar, so if you want to check it out, just make sure you disable the calendar sync for Outlook first. Using both methods will likely result in duplicates, though in separate calendars, which can be easily managed.

Log in to setup Calendar Feed.

Please rate this post

Click a star to rate this post out of five:

Average rating 3.5 / 5. Vote count: 6

No votes so far! Be the first to rate this post.

Sorry that this post was not useful for you!

Let us improve this post!

How can we improve this post? Please include your name and contact details if you would like us to reach out to you.

Still have questions? Please contact us at the information below.