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- 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
- A cloud storage provider, like Dropbox, Microsoft OneDrive, Google Drive or an FTP server for storing the import file. You can also use a locally stored file.
Setup Set up Nebula 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 your Profile name
- Choose the location of your import file from the drop-down 'Location'
- Choose in the drop-down 'Destination' SuperOffice CRM Online
- Click Next, the wizard screen is presented with seven steps
- In step 1 (configure profile), click Select Files to upload your import file
- Click Next
- In step 2 (configure source), you can, depending on your import file, set format settings and choose Advanced Settings 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.
Note: To import data in SuperOffice with DataBridge is quite simple, but you need to have at least some information about the data you want to import.
To help you gather all this important information and tackle some import related questions upfront we have developed an Import Worksheet. In this worksheet, you will find detailed information on all SuperOffice entities, like company card, person card, sales, project etc.
Download DATABRIDGE IMPORT WORKSHEET, V1.4 (July 2018)
In the configure fields page you can map all the fields you need. But you can also choose your User Defined Fields from SuperOffice. Besides this, Interests can also be mapped. See this example where the Interest 'Newsletter' is mapped with a value 1 (enable) and the User Defined field 'Intitials' is also mapped. - In step 5 (destination settings) the most important option is the deduplication option, more info.
When you import Persons with DataBridge you can import Person consent settings. 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. Manual, Scheduled or Triggered
- Step 7 (summary) shows a summary of all the settings in your profile
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