How to import Companies

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Written by Support InfoBridge

Overview

In this how-to article we will describe the steps to setup Nebula DataBridge to import company data into SuperOffice. This to import new companies or update existing companies in Superoffice.

This article will describe how to import all the fields, user defined fields and company interests.

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. More info

Intended Audience

This article is intended for persons who are familiar with SuperOffice CRM, and have SuperOffice Admin rights.

Prerequisites

The following prerequisites are required before you follow the steps below.

  1. A (demo) subscription of Nebula DataBridge, to sign-up, follow this https://my-databridge.infobridgeuniverse.com/Account/SignUp
  2. A SuperOffice CRM login name with administrator rights
  3. A cloud storage provider, like Dropbox, Microsoft One-Drive, Google Drive or an FTP server for storing the import file. You can also use a local stored file.

Setup Nebula DataBridge

  1. Login into Nebula DataBridge by clicking the red SuperOffice Button. Login at: https://my-databridge.infobridgeuniverse.com/Account/Login
  2. Click Create New Profile
  3. In the name field enter your Profile name
  4. Choose the location of your import file from the drop down 'Location' 
  5. Choose in the drop down 'Destination' SuperOffice CRM Online
  6. Click Next, the wizard screen is presented with seven steps
  7. In step 1 (configure profile), click Select Files to upload your import file
  8. Click Next
  9. In step 2 (configure source), you can, depending on your import file, set format settings and choose Advanced Settings and Preview the import file, see example below
  10. Click Next
  11. In step 3 (transform), transformations on fields can be setup, see transformations, but in this case we skip this step
  12. Click Next
  13. In step 4 (configure fields) the fields need to be mapped.

    Note: 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.
    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. 
    Download DATABRIDGE IMPORT WORKSHEET

  14. In step 5 (destination settings), you can choose number- and date format. Very important are the deduplication optionsmore info. In the advanced settings you can choose what to do with new list items and set default settings (e.g.: Set a default Company 'our contact')
  15. Click Next
  16. In step 6 (profile settings) choose which schedule you want to use. Manual, Scheduled or Triggerd
  17. Step 7 (summary) shows a summary of all the settings in your profile

Considerations

  • How to handle multiple phone numbers / emails / web addresses, more information can be found in this article
  • Handling Stop/No mailings field, more information can be found in this article
  • Turning interests on/off, more information can be found in this article
  • Handling import of list items

Extending the idea

This how-to article described the use of importing company data in SuperOffice for company cards, however this idea can be used on the various entities in SuperOffice like contact persons, activities, projects, sales and quote

Summary

You have learned to import companies in SuperOffice.