Things to know before starting
- We recommend migrating at an off-peak time to minimize disruption. In case of any errors you are able to roll back the migration to revert to your previous setup.
- Make sure you have the correct permissions set up.
- If you’re migrating via enterprise app, a Microsoft global admin is required.
- If you’re migrating via service account, ensure that the service account has delegate access on the room calendars.
- For more background information, please see our Migration FAQ
Migration steps
1. Navigate to the Manage > Integrations tab within Robin's web dashboard.
2. Scroll down to workplace integrations, and click “Start Migration”
3. Choose how to migrate:
4. This will start the OAuth flow to connect to your account. If the migration does not start immediately, you may need to do this step again.
5. The migration will start. Depending on how many calendars you have this could take a few minutes. You can exit this page and come back later.
6. Once the migration is complete, check for any errors. Common error reasons below.
7. You can close this page and view the status anytime.
8. If the migration was successful, we recommend logging in with a separate user to verify SSO and room booking is working as expected.
If most or all your calendars failed to migrate, we recommend rolling back to your previous setup while you figure out how to resolve the errors. We suggest you roll back as soon as possible to keep your calendars in sync. Any updates to calendars done after the migration will be lost during a roll back.
Common errors when migrating to Graph
If most calendars were migrated successfully, we recommend fixing the individual errors instead of rolling back.
Here are some common reasons why there was an error with migrating the calendars:
- Calendar does not exist in Outlook.
- If you’re connecting via service account, ensure that the service account has delegate permissions for the room calendar. You can add delegation permission for room calendars individually in the Microsoft 365 admin center by navigating to: Recipients > Resources > Select the calendar > Manage delegate settings > Full access > Add service account
- Does the service account already have delegate access? Permissions can take 24-48 hours to propagate on the Microsoft side. If it still isn’t working, it could be the incorrect service account was integrated. Please reach out to support to verify whether the intended service account was used.
Calendars being skipped:
If your room calendars were in a bad state prior to migrating and haven’t been synced successfully in the last 48 hours, they will be skipped. Check that the calendar exists in Outlook.
Need admin approval message
If after logging in, folks receive a “Need admin approval” message, use a Microsoft global admin account to sign in and consent on behalf of the organization.