How to import multiple phone numbers / emails / web addresses

Owned by Thomas Speekenbrink
Last updated: Aug 27, 2020 by Jan Verlaan (Unlicensed)
2 min read

Overview

In this how-to article, we will describe how to handle multiple phone numbers/emails/web addresses when using DataBridge to import data in SuperOffice.

Intended Audience

This article is intended for persons who are familiar with SuperOffice CRM and have SuperOffice Admin rights.

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
  3. A cloud storage provider, like Dropbox, Microsoft OneDrive, Google Drive or an FTP server for storing the import file. You can also use a locally stored file.
  4. In SuperOffice in Settings and Maintenance the parameter "Enable multiple phone numbers" in Global preferences must be on Yes

Set up DataBridge

Let's assume we are going to import companies. These companies have multiple phone numbers and email addresses. With DataBridge it is not possible to import multiple phone numbers or email addresses in 1 go. For each phone number, a different import is needed. The idea is to use a copy of the profile with the same profile setup, but with different linked fields for phone numbers, emails, web addresses.

  1. Login into DataBridge by clicking the red SuperOffice Button. Log in at: https://my-databridge.infobridgeuniverse.com/Account/Login
  2. Click Create New Profile
  3. Go through all the steps in the profile wizard. 
  4. Run the import. With this import, the first phone number and email address is imported
  5. Go to the Profile overview and click Manage 
  6. Click on Copy to make a copy of the profile
  7. Click Manage Profile for the copied profile
  8. Go to the Configure Fields page and unlink all the fields for which you want to add a second entry.
  9. Next, link the phone number field to the second phone number in your import file. The same applies to email addresses and web addresses.
  10. In the destination settings, use the deduplication settings to decide what to do when a duplicate is found. What you want to achieve is that when a duplicate company is found the new information is added. 
  11. Run the import job

Extending the idea

This how-to article described the use of importing company data in SuperOffice for fields which can hold multiple lines, like phone numbers, email addresses, web addresses.
This idea can be used on various entities in SuperOffice.

Summary

You have learned to import multiple lines for SuperOffice fields like phone numbers, email addresses, web addresses.