Set up an import profile between a storage location and SuperOffice CRM

Overview

In this article, we describe how to set up an import profile between a storage location and SuperOffice CRM.

This article is intended for persons who are administrators for DataBridge.

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

A (demo) subscription of 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.

Log into DataBridge
Click Create New Profile
Enter a name for your profile
Select the location you want to import your data from (Upload, Dropbox, Google Drive, OneDrive, FTP, Google sheets)
In this example we choose Dropbox
The destination will be SuperOffice CRM Online
Next
Configure Profile. Set your connections to SuperOffice CRM and a (cloud) storage provider. Besides the connections, you also have to select your import file.
Next
Configure Source. Indicate what the import source looks like. e.g.: with headers or not, what delimiter is used etc
Next
Transform. With transformations, you can apply transformations to the data and columns
Next
Configure fields. Map the input fields to the output fields. Click the drop-down list for each of the columns and choose the correct destination fields. Double check each of the columns, so that you are absolutely certain that the imported data ends up in the correct column.
Next
Destination Settings. Settings to process the data, like number format. The deduplication option is very important. Add list items and settings default values for new items can also be set on this page
Next
Profile settings. In the profile settings, you can specify how and when you want the import job to run.

Detailed information on how to create a new import can be found here.