...
In this how-to article, we will describe how to set up Nebula DataBridge to import appointments and tasks into SuperOffice.
...
The following prerequisites are required before you follow the steps below.
- A (demo) subscription of Nebula DataBridge, to sign up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
- A SuperOffice CRM login name with administrator rights
- An import file containing the appointments or tasks. This file can be stored locally or on a cloud storage provider, like Dropbox, Microsoft OneDrive, Google Drive or stored on an FTP server.
...
Also, note that an appointment needs to have a Start and an End date
When you do not have an end date DataBridge/Netserver will automatically choose the default duration as set in SuperOffice CRM
Set up
...
DataBridge
Log into Nebula DataBridge by clicking the red SuperOffice Button. Log in at: https://my-databridge.infobridgeuniverse.com/Account/Login
- Click Create New Profile
- In the name field enter: Appointments
- Choose in the drop-down 'Location' the location of your import file, e.g.: Upload
- Choose in the drop-down 'Destination' SuperOffice CRM Online
- Click Next, the wizard screen is presented with 7 steps
- In step 1 (configure profile), click Select files to upload your file
- Click Next
- In step 2 (configure source), you can set the File Format, choose Advanced Settings to change the Encoding and Preview the import file, see example below
- Click Next
- In step 3 (transform), transformations on fields can be set up, see transformations, but in this case, we skip this step
- Click Next
- In step 4 (configure fields) the fields need to be mapped
- In step 5 (destination settings), you can choose number and date format. The deduplication options are very important, more info. In the advanced settings, you can choose what to do with new list items and set default settings.
- Click Next
- In step 6 (profile settings) choose which schedule you want to use.
- Step 7 (summary) shows a summary of all the settings in your profile
...