Outlook Calendar - Setup & usage
Follow these steps to connect Outlook Calendar, create connected KPIs, and keep syncs healthy.
Before you connect
Confirm you have admin or integrator access to the Outlook Calendar account you want to measure.
Connection uses OAuth 2.0.
Only connect accounts your organisation owns or is authorised to report on.
Connect
Open Calendar, then Settings, then Connections.
Choose Connect on Outlook Calendar and sign in with the work or school account.
Approve the Microsoft consent screen. An admin in your Microsoft tenant may need to grant the app first.
After it connects, pick which Outlook calendars count as busy time.
What to leave on
Outlook Tasks calendar is on by default. Scheduled work then appears on a separate Elevale Tasks calendar in Outlook, marked busy.
Turn that switch off if you only want busy time and meeting invites.
Use Sync now if a new Outlook event is not blocking the week yet.
Meetings and leave
Create the meeting in Elevale. See Creating meetings.
Guests with email addresses receive the Outlook invite. Their RSVP updates on the meeting.
Approved leave is written to Outlook as busy time while this connection is active.
Troubleshooting
Admin approval required - ask a Microsoft 365 admin to consent to the Elevale calendar app, then connect again.
No busy time - pick at least one calendar, then Sync now.
Work blocks missing in Outlook - turn Outlook Tasks calendar on under Export work blocks.
Create connected KPIs
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Outlook Calendar connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations