How to sychronize an External Category to SuperOffice Follow-up

Last update:
Created :
Written by Support InfoBridge


As from Synchronizer version 3.2.69 it is possible to Synchronize your External Category into SuperOffice.

This KB article also applies to the Exchange Synchronizer V2.

How to:

To use this option please follow the following steps:

  • Open the Synchronizer admin - SuperOffice CRM Settings
  • Check the option: "Use External Category as Follow-up/Task type...."
  • Apply this new option
  • Restart the Synchronizer

For testing purposes:

  • Create a new Outlook appointment and choose a category (NOTE: This category needs to be present in SO also!)
  • This Outlook appointment with Category "Meeting" is now Synchronized into SuperOffice, the SuperOffice appointment also has the "Meeting" as a follow-up type