Camelot Software Knowledge Base

Syncing to Outlook

New to Camelot version 3 is a feature to sync your schedule to a Microsoft Outlook calendar.

In order to perform this sync, you need a full version of Microsoft Outlook installed on the same computer that runs Camelot, and it should be version 2000 or higher.

To use the sync, you need to have first setup a different Profile in Outlook for each of your vehicles/crews that you have setup in Camelot. 

To create new Profiles for Outlook:
1. Go to windows Start > Control Panel > Mail > click Show Profiles…  (or if you are using a 64-bit edition of Windows: go to Control Panel > Additional Options > View 32-bit Control Panel Items > Mail > Show Profiles)

2. click Add to add your new profile and enter a new unique name for the profile (usually the same as the Vehicle name in Camelot).  Be sure to write this down or remember it, and click OK. 

3. The outlook utility will then prompt you to add a new email account for this profile, and you probably don't need to do this, so just click Close on that screen and then OK to create the new profile without an email address.

Do the above steps to create a separate Outlook profile for each vehicle/crew that you schedule to in Camelot.

Once you have the new Outlook profiles, you just need to assign these profiles to your Vehicles in Camelot.  In Camelot, go to Misc/Setup > Vehicles, and on the Profile tab, there is a place at the bottom to enter the Outlook Profile name for this vehicle, and a password if applicable.

Now anytime you want to copy your Camelot schedule to an Outlook profile's calendar, just open the Camelot schedule screen so that you are viewing the days you want to copy, right-click on the schedule and choose Sync to Outlook.  It will copy the jobs (for the days and vehicles that you are currently viewing on that schedule) to each of the individual Outlook profiles that you have setup.

PLEASE NOTE: This is sync is only an "export" sync - that is, it will only go from your Camelot schedule to the Outlook calendars.  There is no option to bring anything back from Outlook into Camelot.


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