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

Overview

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

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 export your data from. For the export profile, this would be SuperOffice CRM Online
Specify the store location
Next
Configure Profile. Set your connections to SuperOffice CRM and a (cloud) storage provider.
Next
Configure Source. Indicate what the import source looks like. The source being a SuperOffice CRM selection.
Next
Transform. With transformations, you can apply transformations to the data and columns
Next
Destination Settings. Settings to process the data, like number and date format.
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 export can be found here.