Matrix Booking Knowledge Base

Do my future bookings sync between Matrix Booking and Microsoft 365 or Outlook automatically?

Problem / Question

  1. Do my future bookings sync between Matrix Booking and Microsoft 365 or Outlook automatically?

  2. How do I link any new or existing resources in Matrix Booking with the Microsoft 365 integration?

  3. What happens when I link my resources between Matrix Booking and the Microsoft 365 integration?

  4. How to link my rooms between the Matrix Booking and Microsoft 365?

Solution / Answer

Whether you’ve already been onboarded or going through the implementation process, you can add our Microsoft 365 integration at any time. To do this:

  1. Contact your Account Manager to go through our Microsoft 365 integration implementation process.

  2. Your IT team need to follow the steps in our Microsoft 365 integration setup guide .

  3. Link all your Microsoft 365 resources in Matrix Booking (rooms only).

  4. If you have any future bookings against any newly linked resources, any existing future bookings between the two systems aren’t automatically synced. Raise a support ticket to let us know:

    • If you’re using either Matrix Booking or Microsoft 365 as your “master” resource booking system where the future bookings currently reside.

    • The date you want the sync to happen.

    • The date range of bookings you want synced.

  5. Our Support Team will run the forward booking sync for you so that your future bookings appear in both.

Notes:

  • Microsoft 365 supports rooms only. Other resources, such as desks, aren’t supported by Microsoft 365, and therefore, the other resources you have in the Matrix Booking app won’t be recognised.

  • If you add any new resources to your Locations and Resource hierarchy, we recommend that you link them to your Microsoft 365 resources (rooms).

  • Any resources that are linked need to go through the future booking syncing process (step 4). This step is extremely important – if missed, your resource calendars will be out of sync and cause confusion to your users.

  • For more information, see our Microsoft 365 integrations overview and our Microsoft 365 integrations caveats and limitations troubleshooting article .