Set up Places for SuperOffice CRM Onsite
IMPORTANT INFORMATION
On May 11, 2022, we released an updated version of Places for SuperOffice. This uses the latest version of the SuperOffice Web API.
If you use SuperOffice Onsite, you have to make sure the Web API of your environment has been configured properly according to the information on this page.
Contact your SuperOffice consultant if you are not sure how to configure your installation.
Places for SuperOffice is also available for SuperOffice CRM Onsite (For SO Web only). There are some requirements the environment must meet and also there are additional configuration steps needed for the SuperOffice environment and Places for SuperOffice.
Note: Places for SuperOffice will still be running in the cloud but will connect to your local SuperOffice CRM environment using the NetServer Web Services via the internet.
Requirements
- SuperOffice version 8.4 R08 or newer;
- SuperOffice System User.
- SuperOffice Web API needs to be accessible from the internet through HTTPS;
1. Prepare SuperOffice APIs
Places for SuperOffice connects to your locally hosted SuperOffice installation. To do so, your SuperOffice installation needs to expose its Web API. This needs to be done in a secure way.
In the current SuperOffice installations, the Web API is switched on by default and may not need to be configured.
Security based on filtering IP addresses is possible; further down this page, you'll find the IP addresses that Places for SuperOffice uses to connect to your SuperOffice instance.
If all is set up correctly you should be able to 'contact' the Web API by visiting this URL, where you replace the obvious part with your (sub)domain.
- https://<your_SuperOffice_url>/api
Details about configuring the Web API can be found here: https://docs.superoffice.com/en/onsite/install/netserver/setup-rest.html
It might be a bit technical. If you are not able to perform the configuration and testing yourself, please contact your SuperOffice consultant.
2. Configure Places for SuperOffice
You are now ready to configure Places for SuperOffice using the following steps:
- Sign up for a new Places for SuperOffice account here:
https://my-googleplaces.infobridgeuniverse.com/Account/Registration; - Confirm your email address;
- In the overview page click on the link in the SuperOffice CRM Hostname section to go to the setup connection page.
Note: this option is only visable for SuperOffice Onsite accounts - On the connection page fill out the form:
- SuperOffice Web API URL (https://<your_SuperOffice_url>/api)
- Username of a SuperOffice System User;
- Password of the System User;
- Clicking save will verify the connection;
Make sure that you fill in your SuperOffice CRM Web hostname which is required for licensing.
We expect that your hostname starts with http:// or https://, for example: https://superoffice.example.com/superoffice.To find your hostname you can take a look at the example below
Other details
Places for SuperOffice will use the following IP addresses to connect to your environment:
- 40.68.205.178
- 13.95.10.43
- 13.95.11.97
- 52.166.198.114
- 40.68.101.225