Installation & Authentication
Everything you need to know about how to install & setup Outlook Calendar Integration Plus.
Installing the App From the Marketplace
Log in to your monday.com account.
Navigate to the upper right corner and click on Apps (puzzle icon).
Search for and select the "Outlook Calendar Integration Plus" app - Make sure not to confuse it with the native Outlook Calendar integration.
Click on "Install app".
Setting Installation Scope
Choose installation scope and click "Install".
- All Workspaces (Recommended) – The app will be available across all workspaces in your monday.com account.
- Specific Workspaces – You can restrict app usage to selected workspaces.
To avoid access issues, we recommend installing the app for All Workspaces by default.
- Only admins can install apps from the marketplace and manage permissions.
- If the app is installed for specific workspaces, users in other workspaces may see the app as installed but be unable to use it, potentially causing confusion and require additional admin work.
Add the App to Your First Board
Select a board to set up the app and click "Add app".
You can always add the app to additional boards at a later point in time
Authentication
You will be re-directed to the integration store where you will see all the Outlook Calendar Integration Plus available automations.
Select an automation to use from the available options.
Within the automation, click on the Outlook calendar logo.
Click "connect" to connect you're account (assuming you’re not using an already connected account)
You will be redirected to Outlook authentication page to securely grant access to your Outlook Calendar.
Follow the on-screen prompts to complete the authentication process.
Upon successful authentication, you'll be redirected back to monday.com to complete the automation configuration.
How to Verify Your Set Up?
Go to the integration center.
Navigate to "Board Automations" and make sure you have an active automation.
If you've added an automation that creates a calendar event based on a monday.com action (like "when column changes, create an event") you should also see a webhook automation.
You have a new column in your board named "Outlook Calendar Integration Plus", this is your "Integration column"
What are webhooks?
Webhooks are a way for apps to send real-time updates to each other automatically. In other words, this is how monday.com tells our app to start working.
You can't delete the newly added webhook, as it will cause the app to stop working. If you will delete the integration and the webhook will not be needed anymore, it will be automatically deleted.
What is the integration column?
When the automation is activated it creates an event (or an item) and forms a connection between the two. This newly created connection is stored as a link in the integration column.
DO NOT delete this column. When the automation works it will update the event based on this connection.
Very Important Note
To ensure proper functionality, it's crucial to complete the entire setup process during initial installation. This includes authenticating your Outlook account and configuring at least one automation.
An incomplete setup may result in the app not being properly saved in your integration store, requiring reinstallation. We strongly recommend completing the full setup flow, even if you plan to modify the initial automation later. This ensures the app is correctly installed and readily available for future use across your monday.com workspace.
What to do if I didn't complete the setup?
First of all, don't worry :)
Go back to step 1 "Installing from the marketplace" ,go to the apps listing page and simply select "Use App", add the app to one of your boards and keep going based on the instructions in this guide.
Let's Continue, Automation Setup ->