Written by Support InfoBridge
To import data in SuperOffice with DataBridge is quite simple, but you need to have less or more information about the data you want to import, eventually how to transform these data and where to store the data in SuperOffice.
But also information, where the import files will be stored or uploaded, access details for these Cloud-based or FTP server environments, is needed.
To help you gather all these 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.
Per-entity, all the fields are listed, 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 be better in time. 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 idea's to further optimize this worksheet.
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
Work in process STAKEHOLDER ENTITY SHEET
Work in process PRODUCT DATA ENTITY SHEET
Work in process PRICELIST ENTITY SHEET