Calendar Integration Technical Reference — Microsoft

Product Guide Library > Physician Strategy Suite > Calendar Integration Technical Reference — Microsoft

Understand Marketware’s calendar integration.

Set-Up 

Before the calendar can be integrated a few things need to be determined to decide how the integration can be handled.  

These questions will help determine what path to take to integrate your client calendar:

1. Does your organization use basic authentication? 

If your organization does not have a basic authentication set up, then integration into the Marketware PSS calendar goes through hosted authentication; allowing users to navigate through our application to the calendar provider to enter in credentials for authentication.  

2. Does your organization use a form authentication like MFA, OAuth, or SSO or have other security policies in place? 

If your organization does have authentication set up, there may be additional setup required for the integration to work.  Depending on your organization’s unique security setup and needs, your IT department will need to do one of the below: 

• If you’re using Basic Authentication and your app passwords are not enabled, Nylas integration will not work. To resolve this, you can either: 
  • Enable app passwords 
  • Enable Modern Authentication or OAuth. You’ll then also need to set up OAuth for Office 365. Follow the steps in Create an Azure App 
• If the account is only accessible through a corporate network, VPN, or firewall, you’ll need to allow Nylas to connect 
• During connection, you may be asked to approve the Azure app if you’re using OAuth or Modern Authentication 
• You may need to allowlist Nylas IP addresses. You can get a list of their current IP addresses for their API. Please keep in mind that these IP addresses may change at any time – if users notice their syncing has stopped, the IPs may need to be updated 
• Nylas is unable to sync users that are in admin groups — this is a Microsoft limitation 

For further support, please contact Marketware to set up a support call. 

Nylas Calendar Integration Overview

Marketware Physician Strategy Suite’s (PSS) calendar integration is a useful tool to visualize client calendar (work) events within the application. Turn events into trackable activities within the application and see activity events from the Physician Strategy Suite in your work calendar.

Calendar API

Marketware uses Nylas, a 3rd-party calendaring integration, to allow for easy and secure integration into your client calendar. Once the user has integrated their calendar in the Physician Strategy Suite, calendar syncing becomes bi-directional — displaying the client’s specified client calendar events within the application as well as displaying PSS events within the client calendar.

Nylas API Usage in Marketware

The following endpoints are used to pull Calendar events (and Calendar events only, Email messages and Contacts are not accessed) into Marketware. This feature is optional and not enabled by default for our users.

Data Storage

Data regarding a calendar event is saved to Marketware only if the user chooses to “Sync” the event. The following Nylas API endpoints are also only used if the user has chosen to Sync a calendar event to Marketware.

PSS will sync the last 30 days of data from the client calendar. Any attachments or images will be stored using Amazon’s AWS S3 secure storage and will be held for 7 days, after which the copy will be deleted. If the user needs to re-access, these will be proxied to the client calendar server and re-retrieved.

Security

Nylas follows strict industry security policies and is SOC2 certified as well as HIPPA Type 1/ HITECH Compliant.

Learn About Secure Data →