To import data in SuperOffice with DataBridge is quite simple, but you need to have at least some information about the data you want to import, like how to transform these data and where to store the data in SuperOffice.
The following information is also needed: where the import files will be stored or uploaded, access details for the Cloud-based or FTP server environments.
To help you gather all this important information 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.
All the fields are listed per entity, including the expected value from the source file. Special fields like Associate, Stop, Interest flag, Phone numbers etc. are described, including links for more information.
This worksheet is still under construction so it will progressively improve. With every new import project you do, please check if there is a new version available.
Please give us your feedback if you have suggestions or ideas to further optimize this worksheet.
Download DATABRIDGE IMPORT WORKSHEET, V1.5 (Sept 2018)
Import Example Files
We have 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.
Download COMPANY ENTITY SHEET
Download (CONTACT)PERSON ENTITY SHEET
Download SALE ENTITY SHEET
Download PROJECT ENTITY SHEET
Download APPOINTMENT ENTITY SHEET
Download PROJECT MEMBER ENTITY SHEET
Download STAKEHOLDER ENTITY SHEET
Download PRODUCT DATA ENTITY SHEET
Download PRICELIST ENTITY SHEET
Download QUOTE ENTITY SHEET