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In this how-to article, we will describe the steps to setup set up Nebula DataBridge to import persons into SuperOffice. With this article, we want to show you how to import private persons, not related to a company.

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1. A (demo) subscription of Nebula DataBridge, to sign - up, follow this this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
2. A SuperOffice CRM login name with administrator rights
3. A cloud storage provider, like Dropbox, Microsoft One-DriveOneDrive, Google Drive or an FTP server for storing the import file. You can also use a locally stored file.

Setup Nebula DataBridge

1. Login Log into Nebula DataBridge by clicking the red SuperOffice Button. Log in at: https://my-databridge.infobridgeuniverse.com/Account/Login
2. Click Create New Profile
3. In the name field, enter your Profile name
4. Choose the location of your import file from the drop-down 'Location' 
5. Choose in the drop-down 'Destination' SuperOffice CRM Online
6. Click Next, the wizard screen is presented with seven steps
7. In step 1 (configure profile), click Select Files to upload your import file
8. Click Next
9. 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 
   
10. Click Next
11. In step 3 (transform), transformations on fields can be set up, see transformations, but in this case, we skip this step
12. Click Next
13. 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 less or more 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. Beside 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.
    
    
    
14. In step 5 (destination settings) a very 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.
15. Click Next
16. In step 6 (profile settings) choose which schedule you want to use. Manual, Scheduled or Triggered
17. Step 7 (summary) shows a summary of all the settings in your profile

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This how-to article described the use of importing person data in SuperOffice for private persons, however, this idea can be used on the various entities in SuperOffice like companies, activities, projects, sales and quotequotes. 

Summary

You have learned to import private persons in SuperOffice.