Top tip: Specifications of the Import fields in DataBridge

Last update:
Created :
Written by Thomas Speekenbrink

Overview:

Follow this article if you would like to find out what all specifications & constraints are when configuring an import.

This article is under construction and is updated often.

Tips:

Use these guidelines for specifying your to be imported data. Make sure that the input is as clean as possible, preventing the "garbage in, garbage out" rule.

Interests:

Interests are selectable when defining the fields within DataBridge. The actual names are retrieved from your SuperOffice environment, so there is no doubt when selecting them from Companies/Persons in the "Configure Fields" step.

Use these (boolean) values to switch them either on or off.

Accepted values for enabling interests:

  • 1
  • yes
  • ja
  • true
  • x

Values for disabling interests:

  • 0
  • no
  • nee
  • false
  • "" (leaving it empty)

User Defined Fields / UDFs / UDEFs:

User Defined Fields are selectable when defining the fields within DataBridge. The actual names are retrieved from your SuperOffice environment, so there is no doubt when selecting them from the dropdownlist in the "Configure Fields" step.

Depending on what datatype is configured for the UDEF field (check the SuperOffice Admin for your environment), these specifications apply:

  • Number
    • Number
  • Short text
    • Up to 39 chars long
  • Long text
    • 40 to 200 chars long
  • Date (for dates 1970 - 2036)
    • Use as Long value like dd-MM-yyyy HH:mm (check the Destination Settings > Date Format option)
  • Unlimited date (for dates 0001 - 9999)
    • Use as string value (identical to Date type UDEF) like dd-MM-yyyy HH:mm (check the Destination Settings > Date Format option)
  • Check box
    • Use as 0, no, nee, false, "" (leave empty) for disabled
    • Use as 1, yes, ja, true, x for enabled
  • Drop-down
    • Use the exact names/values as they are configured in the list (Check Destination settings > Advanced settings > "New Custom List Values" option
  • Decimal
    • Decimal value (double)

Company:

Field name in SuperOffice user interface | Field name in DataBridge | Field Type | Field Lenght | Mandatory | Can be used for duplicate check| Description of field | Remarks

  • Company: Country | Country | string | 239 | No | No | Company Country | -
  • Company: Name | Name | string | 219 | Yes | Yes | The organization name | -
  • Company: Department | Department | string | 219 | No | Yes | The organization department | -
  • Company: Code | Code | string | 49 | No | Yes | The organization code | -
  • Company: ID | ID | integer | 4 | No | Yes | The organization ID | You can’t import directly in this field!
  • Company: Number | Number | string | 29 | No | Yes | The organization number | -
  • Company: VAT No | VAT | string | 49 | No | Yes | The organization VAT number | -
  • Company: Stop | Stop | integer | 2 | No | No | Organization STOP flag | -
  • Company: E-mail | E-mail | string | 239 | No | No | The organization E-mail address | -
  • Company: Phone | Phone | string | 239 | No | No | The organization phone number | -
  • Company: Fax | Fax | string | 239 | No | No | The organization fax number | -
  • Company: Web site | Web site | string | 1023 | No | No | The organization website address | -
  • Company: Category | Category | string | 239 | No | No | The organization category | -
  • Company: Business | Business | string | 239 | No | No | the organization business | -
  • Company: Info | Info | string | 2047 | No | No | The paperclip note for an organization | -
  • Company: No Mailings | No Mailings | Integer | 2 | No | No | The organization No Mailings option | -
  • Company: Our contact | Our contact | Integer | 4 | No | No | The organization Our Contact | -
  • Company: Street Addr., address line 1 | Street Addr., address line 1 | string | 79 | No | No | The organization address line 1 | -
  • Company: Street Addr., address line 2 | Street Addr., address line 2 | string | 79 | No | No | The organization address line 2 | -
  • Company: Street Addr., address line 3 | Street Addr., address line 3 | string | 79 | No | No | The organization address line 3 | -
  • Company: Street addr., city | street addr., city | string | 79 | No | No | The organization city | -
  • Company: Street addr., county | street addr., county | string | 29 | No | No | The organization county | -
  • Company: Street addr., state | street addr., state | string | 5 | No | No | The organization state | -
  • Company: Street addr., zip code | street addr., zip code | string | 11 | No | No | The organization zip code | -
  • Company: Postal addr., address line 1 | Postal Addr., address line 1 | string | 79 | No | No | The organization address line 1 | -
  • Company: Postal addr., address line 2 | Postal Addr., address line 2 | string | 79 | No | No | The organization address line 2 | -
  • Company: Postal addr., address line 3 | Postal Addr., address line 3 | string | 79 | No | No | The organization address line 3 | -
  • Company: Postal addr., city | Postal addr., city | string | 79 | No | No | The organization city | -
  • Company: Postal addr., county | Postal addr., county | string | 29 | No | No | The organization county | -
  • Company: Postal addr., state | Postal addr., state | string | 5 | No | No | The organization state | -
  • Company: Postal addr., zip code | Postal addr., zip code | string | 11 | No | No | The organization zip code | -

Person:

Field name in SuperOffice user interface | Field name in DataBridge | Field Type | Field Lenght | Mandatory | Can be used for duplicate check| Description of field | Remarks

  • Person: Country | Country | string | 239 | No | No | The person country | -
  • Person: ID | ID | integer | 4 | No | Yes | The person ID | You can’t import directly in this field!
  • Person: Company ID | Company ID | integer | 4 | No | Yes | The company person ID | You can’t import directly in this field!
  • Person: First name | First name | string | 99 | Yes | Yes | The person first name | -
  • Person: Middle name | Middle name | string | 99 | No | No | The person middle name | -
  • Person: Last name | Last name | string | 99 | No | No | The person last name | -
  • Person: Title | Title | string | 239 | No | No | The person title | -
  • Person: Birthdate | Birthdate | Date | x | No | No | The person birthday | -
  • Person: Mr/Mrs | Mr/Mrs | string | 239 | No | No | the person gender (mr/mrs) | -
  • Person: Info | Info | string | 2047 | No | No | The person info field | -
  • Person: Number | Number | string | 49 | No | Yes | The person number field | -
  • Person: Use as mailing address | Use as mailing address | integer | 2 | No | No | Use person email instead of company address | -
  • Person: No Mailings | No Mailings | integer | 2 | No | No | The person opt out for mailings | -
  • Person: Position | Position | integer | 4 | No | No | The person position field | -
  • Person: E-mail | E-mail | string | 239 | No | Yes | The person e-mail field | -
  • Person: Direct Phone | Direct phone | string | 239 | No | No | The person direct phone number | -
  • Person: Mobile Phone | Mobile phone | string | 239 | No | No | The person Mobile phone number | -
  • Person: Internet Phone | Internet phone | string | 239 | No | No | The person Internet phone number | -
  • Person: Private Phone | Private phone | string | 239 | No | No | The person Private phone number | -
  • Person: Direct Fax | Direct fax | string | 239 | No | No | The person direct phone number | -
  • Person: Chat | Chat | string | 239 | No | No | The person direct phone number | -
  • Person: Web site | Web site | string | 239 | No | No | The person direct phone number | -
  • Person: Our contact | Our contact | integer | 4 | No | No | The person Contact | -
  • Person: address line 1 | Address line 1 | string | 99 | No | No | The person address line 1 | -
  • Person: address line 2 | Address line 2 | string | 99 | No | No | The person address line 2 | -
  • Person: address line 3 | Address line 3 | string | 99 | No | No | The person address line 3 | -
  • Person: city | City | string | 79 | No | No | The person city | -
  • Person: county | County | string | 29 | No | No | The person county (not country) | -
  • Person: state | state | string | 5 | No | No | The person state | -
  • Person: zip code | zip code| string | 11 | No | No | The person zip code | -

Sale:

Field name in SuperOffice user interface | Field name in DataBridge | Field Type | Field Lenght | Mandatory | Can be used for duplicate check| Description of field | Remarks

  • Sale: ID | ID | integer | 4 | No | Yes | The sale ID | You can’t import directly in this field!
  • Sale: Company ID | Company ID | integer | 4 | No | No | The Sale Company ID | -
  • Sale: Person ID | Person ID | integer | 4 | No | No | The Sale Person ID | -
  • Sale: Project ID | Project ID | integer | 4 | No | No | The Sale Project ID | -
  • Sale: Heading | Heading (short description) | string | 219 | Yes | Yes | The Sale Heading (short description) | -
  • Sale: Number | Number | string | 49 | No | Yes | The Sale number | -
  • Sale: Amount | Amount | integer | 9 | No | No | The Sale amount | -
  • Sale: Probability as % | Probability as % | integer | 2 | No | No | The Sale Probability as % | -
  • Sale: Profit | Profit | integer | 9 | No | No | The Profit for a sale | -
  • Sale: Profit as % | Profit as % | integer | 9 | No | No | The Profit for a sale in % | -
  • Sale: Completed | Completed | 1 = open, 2 = sold, 3 = lost, 4 = stalled | 1 | No | No | The Sale status | -
  • Sale: Sale date | Sale date | DBTimeStamp | 4 | No | No | The Sale Date | -
  • Sale: Description | Sale Description | string | 1800 | No | No | The Sale Description | -
  • Sale: Note | Sale Note| string | 1800 | No | No | The Sale Note | -
  • Sale: Owner | Sale Owner | integer | 4 | No | No | The Sale Owner | -
  • Sale: Stage | Sale Type | string | 239 | No | No | The Sale Type | -
  • Sale: Sale type | Sale Type | string | 239 | No | No | The Sale Type | -
  • Sale: Source | Sale Source | string | 239 | No | No | The Sale Source | -
  • Sale: Competitor | Sale Competitor | string | 239 | No | No | The Sale Competitor | -
  • Sale: Credited | Sale Credited | string | 239 | No | No | The Sale Credited To | -
  • Sale: Currency | Sale Currency | string | 239 | No | No | The Sale Currency | -
  • Sale: Reason lost | Sale Reason Lost | string | 239 | No | No | The Sale Reason lost | -
  • Sale: Reason sold | Sale Reason Sold | string | 239 | No | No | The Sale Reason sold | -
  • Sale: Reason stalled | Sale Reason stalled | string | 239 | No | No | The Sale Reason stalled | -
  • Sale: Registered | DBTimeStamp | 4 | No | No | The Sale Registered date | -

Project:

Field name in SuperOffice user interface | Field name in DataBridge | Field Type | Field Lenght | Mandatory | Can be used for duplicate check| Description of field | Remarks

  • Project: Name | Project Name | string | 219 | Yes | Yes | The Project name | -
  • Project: Number | Project Number | string | 49 | No | Yes | The Project Number | -
  • Project: ID | Project ID | integer | 4 | No | yes | The Project ID | -
  • Project: Completed | Project Completed | boolean | 0=false, 1=true | No | No | The Project completed status | -
  • Project: Description | Project Description | string | 1800 | No | No | The Project Description | -
  • Project: Note | Project Note | string | 1800 | No | No | The Project Note | -
  • Project: End date | Project End date | DBTimeStamp | No | No | The Project End date | -
  • Project: Web site | Project Web site | string | 1023 | No | No | The Project Web site | -
  • Project: Responsible | Project Responsible | integer | 4 | No | No | The Project Responsible | -
  • Project: Type | Project Type | string | 239 | No | No | The Project Type | -
  • Project: Status | Project Status | string | 239 | No | No | The Project Status | -
  • Project: Registered | Project Registered | DBTimeStamp | 4 | No | No | The Project Registered date | -
  • Project: User Defined Fields | Project

Appointment:

Field name in SuperOffice user interface | Field name in DataBridge | Field Type | Field Lenght | Mandatory | Can be used for duplicate check| Description of field | Remarks

  • Appointment: Owner | Appointment Owner | integer | 4 | Yes | No | The Appointment Owner | -
  • Appointment: Start | Appointment Start | DBTimeStamp | 4 | No | No | The Appointment Start date | -
  • Appointment: End | Appointment End | DBTimeStamp | 4 | No | No | The Appointment End date | -
  • Appointment: Description | Description | string | 1800 | No | No | The Appointment Description | -
  • Appointment: Location | Appointment Location | string | 254 | No | No | The Appointment Location | -
  • Appointment: ID | Appointment ID | integer | 4 | No | Yes | The Appointment ID | -
  • Appointment: All day | Appointment All day | Boolean | 0 = No, 1 = Yes | No | No | The Appointment All day status | -
  • Appointment: Completed | Appointment Completed | Boolean | status=done,started, not started, hidden | No | No | The Appointment Status | -
  • Appointment: Is free | Appointment Is Free | Boolean | 0 = Busy, 1 = Free | No | No | The Appointment Is Free status | -
  • Appointment: Is task | Appointment Is Task | Boolean | 0 = appointment, 1 = task | No | No | The Appointment Is Task
  • Appointment: Has alarm | Appointment Has Alarm | Boolean | 0 = no, 1 = yes | No | No | The Appointment Has Alarm status | -
  • Appointment: Alarm lead time (min.) | Appointment Alarm time | integer | 2 | No | No | The Appointment Alarm Time | -
  • Appointment: Company ID | Appointment Company ID | integer | 4 | No | No | The Appointment Company ID | -
  • Appointment: Person ID | Appointment Person ID | integer | 4 | No | No | The Appointment Person ID | -
  • Appointment: Project ID | Appointment Project ID | integer | 4 | No | No | The Appointment Project ID | -
  • Appointment: Sale ID | Appointment Company ID | integer | 4 | No | No | The Appointment Sale ID | -
  • Appointment: Task type | Appointment Task Type | integer | where=no start time,note,docin, docout | No | No | The Appointment Task Type | -
  • Appointment: Priority | Appointment Priority | string | 239 | No | No | The Appointment Priority | -