Specifications of the Import fields in DataBridge

Overview

Follow this article if you would like to find out what all specifications & constraints are when configuring an import with DataBridge.

For an overview of the DataBridge Import see this movie:

This article is under construction and is updated often.

Tips

Use these guidelines for specifying your import data. Make sure that the input is as clean as possible, preventing the "garbage in, garbage out" rule.

NOTE

To help you gather all the important information beforehand 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.

We have also created a set of import example files per SuperOffice entity. You can download these files as a starting point to examine the data and format you can use.

The Import Worksheet and the import examples can be found in this article

Interests

Interests are selectable when defining the fields within DataBridge. The actual names are retrieved from your SuperOffice environment, so there is no doubt when selecting them from Companies/Persons in the "Configure Fields" step.

Use these values to switch them either on or off.

Accepted values for enabling:

1
yes
ja
true
x

Values for disabling:

0
no
nee
false
nei
nej
"" (leaving it empty)

User Defined Fields / UDFs / UDEFs

User Defined Fields are selectable when defining the fields within DataBridge. The actual names are retrieved from your SuperOffice environment, so there is no doubt when selecting them from the drop-down list in the "Configure Fields" step.

Duplicate check: Duplicate checking can be done on user defined fields of type short text, number and long text

Depending on what data type is configured for the UDEF field (check the SuperOffice Admin for your environment), these specifications apply:

Number

Number

Short text

Up to 39 chars long

Long text

40 to 200 chars long

Date (for dates 1970 - 2036)

Use as Long value like dd-MM-yyyy HH:mm (check the Destination Settings > Date Format option; more info)

Unlimited date (for dates 0001 - 9999)

Use as string value (identical to Date type UDEF) like dd-MM-yyyy HH:mm (check the Destination Settings > Date Format option; more info)

Checkbox

Use as 0, no, nee, false, nei, nej, "" (leave empty) for disabled
Use as 1, yes, ja, true, x, nye for enabled

Drop-down

Use the exact names/values as they are configured in the list (Check Destination settings > Advanced settings > "New Custom List Values" option

Decimal

Decimal value (double)

Company

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Company: Country	String	No	No	No
Company: Name	String	Yes	Yes	No
Company: Department	String	Yes	No	No
Company: Code	String	Yes	No	No
Company: ID	Int	Yes	No	No
Company: Number	String	Yes	No	No
Company: VAT No	String	Yes	No	No
Company: Stop	Bool	No	No	No
Company: E-mail	String	No	No	No
Company: Phone	String	No	No	No
Company: Fax	String	No	No	No
Company: Web site	String	No	No	No
Company: Category	String	No	No	Yes
Company: Business	String	No	No	Yes
Company: Info (More info)	String	No	No	No
Company: No Mailings	Bool	No	No	No
Company: Our contact	String	No	No	Yes
Company: Street addr., address line 1	String	Yes	No	No
Company: Street addr., address line 2	String	Yes	No	No
Company: Street addr., address line 3	String	Yes	No	No
Company: Street addr., city	String	Yes	No	No
Company: Street addr., county	String	Yes	No	No
Company: Street addr., state	String	Yes	No	No
Company: Street addr., zip code	String	Yes	No	No
Company: Postal addr., address line 1	String	Yes	No	No
Company: Postal addr., address line 2	String	Yes	No	No
Company: Postal addr., address line 3	String	Yes	No	No
Company: Postal addr., city	String	Yes	No	No
Company: Postal addr., county	String	Yes	No	No
Company: Postal addr., state	String	Yes	No	No
Company: Postal addr., zip code	String	Yes	No	No

Person

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Person: Country	String	No	No	No
Person: ID	Int	Yes	No	No
Person: Company ID	Int	No	No	No
Person: First name	String	Yes	No	No
Person: Middle name	String	No	No	No
Person: Last name	String	Yes	Yes	No
Person: Title	String	No	No	No
Person: Academic title	String	No	No	No
Person: Birthdate	DateTime	No	No	No
Person: Mr/Mrs	String	No	No	No
Person: Info	String	No	No	No
Person: Category	String	No	No	Yes
Person: Business	String	No	No	Yes
Person: Number	String	Yes	No	No
Person: Former employee	Bool	No	No	No
Person: Use as mailing address	Bool	No	No	No
Person: No Mailings (Not available for SO 8.2 R01 and up)	Bool	No	No	No
Person: E-marketing	Bool	No	No	No
Person: Position	String	No	No	Yes
Person: E-mail	String	Yes	No	No
Person: Direct phone	String	No	No	No
Person: Mobile phone	String	No	No	No
Person: Internet phone	String	No	No	No
Person: Private phone	String	No	No	No
Person: Direct fax	String	No	No	No
Person: Chat	String	No	No	No
Person: Web site	String	No	No	No
Person: Our contact	String	No	No	Yes
Person: Language	String	No	No	Yes
Person: address line 1	String	Yes	No	No
Person: address line 2	String	Yes	No	No
Person: address line 3	String	Yes	No	No
Person: city	String	Yes	No	No
Person: county	String	Yes	No	No
Person: state	String	Yes	No	No
Person: zip code	String	Yes	No	No

Sale

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Sale: ID	Int	Yes	No	No
Sale: Company ID	Int	No	No	No
Sale: Person ID	Int	No	No	No
Sale: Project ID	Int	No	No	No
Sale: Heading	String	Yes	Yes	No
Sale: Number	String	Yes	No	No
Sale: Amount	Decimal	No	No	No
Sale: Stage	String	No	No	Yes
Sale: Probability as %	Int	No	No	No
Sale: Profit	Decimal	No	No	No
Sale: Profit as %	Decimal	No	No	No
Sale: Completed	Bool	No	No	No
Sale: Sale date	DateTime	No	Yes	No
Sale: Description	String	No	No	No
Sale: Note (More info)	String	No	No	No
Sale: Owner	String	No	No	Yes
Sale: Sale type	String	No	No	Yes
Sale: Source	String	No	No	Yes
Sale: Competitor	String	No	No	Yes
Sale: Credited	String	No	No	Yes
Sale: Currency	String	No	No	Yes
Sale: Reason lost	String	No	No	Yes
Sale: Reason sold	String	No	No	Yes
Sale: Reason stalled	String	No	No	Yes
Sale: Registered	DateTime	No	No	No

Project

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Project: Name	String	Yes	Yes	No
Project: Number	String	Yes	No	No
Project: ID	Int	Yes	No	No
Project: Completed	Bool	No	No	No
Project: Description	String	No	No	No
Project: Note (More info)	String	No	No	No
Project: End date	DateTime	No	No	No
Project: Web site	String	No	No	No
Project: Responsible	String	No	Yes	Yes
Project: Type	String	No	No	Yes
Project: Status	String	No	No	Yes
Project: Registered	DateTime	No	No	No

Appointment

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Appointment: Owner	String	No	Yes	Yes
Appointment: Start	DateTime	No	Yes	No
Appointment: End	DateTime	No	No	No
Appointment: Description	String	No	No	No
Appointment: Location	String	No	No	No
Appointment: ID	Int	Yes	No	No
Appointment: All day	Bool	No	No	No
Appointment: Completed	Bool	No	No	No
Appointment: Is free	Bool	No	No	No
Appointment: Is task	Bool	No	No	No
Appointment: Has alarm	Bool	No	No	No
Appointment: Alarm lead time (min.)	Int	No	No	No
Appointment: Company ID	Int	No	No	No
Appointment: Person ID	Int	No	No	No
Appointment: Project ID	Int	No	No	No
Appointment: Sale ID	Int	No	No	No
Appointment: Task type	String	No	No	Yes
Appointment: Priority	String	No	No	Yes

Project member

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Project member: Person ID	Int	Yes	No	No
Project member: Project ID	Int	Yes	No	No
Project member: Comment	String	No	No	No
Project member: -Helper-	String	No	No	No
Project member: Function	String	No	No	Yes

Stakeholder

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Stakeholder: Company ID	Int	Yes	No	No
Stakeholder: Person ID	Int	Yes	No	No
Stakeholder: Sale ID	Int	Yes	No	No
Stakeholder: Comment	String	No	No	No
Stakeholder: -Helper-	String	No	No	No
Stakeholder: Sales role	String	No	No	Yes

Product

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Product: Price list ID	String	No	No	No
Product: Include in price list	Bool	No	No	No
Product: Product key	String	Yes	No	No
Product: ID	Int	Yes	No	No
Product: Code	String	Yes	No	No
Product: Name	String	Yes	No	No
Product: Description	String	No	No	No
Product: Price unit	String	No	No	No
Product: List price	Decimal	No	No	No
Product: Unit minimum price	Decimal	No	No	No
Product: Unit cost	Decimal	No	No	No
Product: Subscription	Bool	No	No	No
Product: Subscription unit	String	No	No	No
Product: Default subscription quantity	Decimal	No	No	No
Product: Product category	String	No	No	No
Product: Product family	String	No	No	No
Product: Product type	String	No	No	No
Product: Company ID Supplier	String	No	No	No
Product: Supplier's code	String	No	No	No
Product: VAT info	String	No	No	No
Product: VAT	Decimal	No	No	No
Product: Item number	String	Yes	No	No
Product: Web address	String	No	No	No
Product: Extra field 1	String	No	No	No
Product: Extra field 2	String	No	No	No
Product: Extra field 3	String	No	No	No
Product: Extra field 4	String	No	No	No
Product: Extra field 5	String	No	No	No

Pricelist

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Price list: ID	Int	Yes	No	No
Price list: Price list ERP key	String	Yes	No	No
Price list: Name	String	Yes	Yes	No
Price list: Currency	String	No	Yes	Yes
Price list: Description	String	No	No	No
Price list: Active	Bool	No	No	No
Price list: Valid from	DateTime	No	No	No
Price list: Valid to	DateTime	No	No	No

Quote

Field name in DataBridge	Data type	Can be used for duplicate check	Is Required	Is List
Quote: Alternative name	String	No	No	No
Quote: ERP quote key	String	No	No	No
Quote: ERP version key	String	Yes	No	No
Quote: ERP alternative key	String	No	No	No
Quote: Version description	String	No	No	No
Quote: ERP order key	String	No	No	No
Quote: Order comment	String	No	No	No
Quote: Delivery terms	String	No	No	Yes
Quote: Delivery type	String	No	No	Yes
Quote: ERP discount %	Decimal	No	No	No
Quote: ERP discount	Decimal	No	No	No
Quote: Expiry date	DateTime	No	No	No
Quote: Number	String	No	No	No
Quote: P.O. Number	String	No	No	No
Quote: Payment terms	String	No	No	Yes
Quote: Payment type	String	No	No	Yes
Quote: Version rank	Int	Yes	No	No
Quote: State	String	No	No	Yes
Quote: Sent date	DateTime	No	No	No
Quote: VAT Info	String	No	No	No
Quote: Approved by	String	No	No	Yes
Quote: Approved text	String	No	No	No
Quote: Approval registered	DateTime	No	No	No
Quote: Approval registered by	String	No	No	Yes
Quote: Favourite alternative	Bool	No	No	No
Quote: Sale ID	Int	Yes	No	No
Quote: Payment country	String	No	No	Yes
Quote: Delivery country	String	No	No	Yes
Quote: Payment addr., address line 1	String	No	No	No
Quote: Payment addr., address line 2	String	No	No	No
Quote: Payment addr., address line 3	String	No	No	No
Quote: Payment addr., city	String	No	No	No
Quote: Payment addr., county	String	No	No	No
Quote: Payment addr., state	String	No	No	No
Quote: Payment addr., zip code	String	No	No	No
Quote: Delivery addr., address line 1	String	No	No	No
Quote: Delivery addr., address line 2	String	No	No	No
Quote: Delivery addr., address line 3	String	No	No	No
Quote: Delivery addr., city	String	No	No	No
Quote: Delivery addr., county	String	No	No	No
Quote: Delivery addr., state	String	No	No	No
Quote: Delivery addr., zip code	String	No	No	No

Quote line

Field name in DataBridge	Data type	Can be used for duplicate check	Is required	Is List
Quote line: Code	String	No	No	No
Quote line: Name	String	No	No	No
Quote line: Description	String	No	No	No
Quote line: Unit	String	No	No	No
Quote line: Price unit	String	No	No	No
Quote line: List price	Decimal	No	No	No
Quote line: Unit Minimum Price	Decimal	No	No	No
Quote line: Cost	Decimal	No	No	No
Quote line: Quantity	Decimal	Yes	No	No
Quote line: Subscription	Bool	No	No	No
Quote line: Subscription unit	String	No	No	No
Quote line: Subscription quantity	Decimal	No	No	No
Quote line: Delivered quantity	Decimal	No	No	No
Quote line: System discount %	Decimal	Yes	No	No
Quote line: System discount	Decimal	Yes	No	No
Quote line: Product category	String	No	No	Yes
Quote line: Product family	String	No	No	Yes
Quote line: Product type	String	No	No	Yes
Quote line: Supplier	String	No	No	No
Quote line: Supplier's code	String	No	No	No
Quote line: VAT info	String	No	No	No
Quote line: VAT	Decimal	No	No	No
Quote line: Item number	String	No	No	No
Quote line: Start date	DateTime	No	No	No
Quote line: Web address	String	No	No	No
Quote line: Extra field 1	String	No	No	No
Quote line: Extra field 2	String	No	No	No
Quote line: Extra field 3	String	No	No	No
Quote line: Extra field 4	String	No	No	No
Quote line: Extra field 5	String	No	No	No
Quote line: Rank	Int	No	No	No
Quote line: ERP quote line key	String	Yes	No	No
Quote line: Quote ID	Int	No	No	No
Quote line: Product ID	Int	Yes	No	No
Quote line: -Helper-	String	No	No	No

Request

Field name in DataBridge	Data type	Can be used for duplicate check	Is required	Is List
Request: ID	Int	Yes	No	No
Request: Person ID	Int	No	No	No
Request: Title	String	Yes	Yes	No
Request: Access level	String	No	No	No
Request: Origin	String	No	No	No
Request: Category	String	No	No	Yes
Request: Owner	String	No	No	Yes
Request: Priority	String	No	No	Yes
Request: Status	String	No	No	Yes

Request message

Field name in DataBridge	Data type	Can be used for duplicate check	Is required	Is List
Request message: ID	Int	Yes	No	No
Request message: Request ID	Int	Yes	No	No
Request message: Body	String	Yes	Yes	No
Request message: Body (HTML)	String	Yes	No	No
Request message: Body is HTML	Bool	No	No	No
Request message: Access level	String	No	No	No
Request message: Time spent (min.)	Int	No	No	No
Request message: Created at	DateTime	No	No	No
Request message: Author	String	No	No	No

Document

Field name in DataBridge	Data type	Can be used for duplicate check	Is required	Is List
Document: Owner	String	No	No	Yes
Document: Date	DateTime	No	No	No
Document: Subject	String	No	No	No
Document: Text	String	No	No	No
Document: ID	Int	Yes	No	No
Document: Completed	Bool	No	No	No
Document: Company ID	Int	No	No	No
Document: Person ID	Int	No	No	No
Document: Project ID	Int	No	No	No
Document: Sale ID	Int	No	No	No
Document: Document template	String	No	No	Yes
Document: Our reference	String	Yes	No	No
Document: Your reference	String	Yes	No	No

Currency

Field name in DataBridge	Data type	Can be used for duplicate check	Is required	Is List
Currency: Name	String	Yes	No	No
Currency: Rate	Decimal	No	No	No
Currency: ID	Int	Yes	No	No