How to import Products and Prices

Owned by Thomas Speekenbrink
Last updated: Dec 22, 2021 by Remco Visser

Overview

In this how-to article we describe how to import products with different currencies

Intended Audience

This article is intended for persons who are administrator for DataBridge

Prerequisites

The following prerequisites are required before you follow the steps below.

  1. A (demo) subscription of DataBridge. To sign-up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
  2. A SuperOffice CRM login name with administrator rights

Configure DataBridge

  1. Login into SuperOffice CRM Online
  2. Login to DataBridge
  3. Create a new profile and the wizard will guide you through the complete process
  4. Choose the location of your import file from the drop-down 'Location' 
  5. Choose in the drop-down 'Destination' SuperOffice CRM
  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, some examples of transformations can be seen in the movie at the end of this article
  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 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

  14. 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 (e.g.: Set a default Company 'our contact')
  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

Movie

Summary

You have learned to import products and prices