Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

When your SuperOffice for Synchronizer environment has been setup, an e-mail is sent to the administrator to be able to log in on the Customer Portal. Perform the following steps to create a new synchronization profile:

  1. Click Set Password from the received mail

  2. Enter a password and choose to Login With Password

  3. Click the Create a new synchronization profile button

  4. Now select the connectors for syncing; CRM System is SuperOffice CRM Onsite and select your used Calendar System (Google (Gmail/Google Workspace) or Microsoft 365)

    Image Modified
  5. Click Next and sign in to your Calendar System. Below example is from Microsoft365. More info about connecting Calendar Systems here

    Image Modified
  6. Next, enter the NetServer Services88 URL (https://<your_SuperOffice_url>/Remote/Services88) as explained in the requirements and fill in the credentials of the created System User

    Image Modified

Click Next to go to Step 3 in the profile wizard. From here you can continue with the guide for SuperOffice Online, since these steps are similar. See here.