General information 6 What is DataBridge? Requirements and checklist before use Available integrations SuperOffice CRM import worksheets Compare subscription plans Release history
Quick start for SuperOffice Admins 6 Sign up for a (trial) account Introduction to the portal Integrations and jobs explained Import into SuperOffice Export from SuperOffice Set up DataBridge for SuperOffice CRM Onsite
How to 38 Import SuperOffice entities Import Stop, No Mailings and other True/False values Import documents Sale date – use estimate from sale type Link to a SuperOffice associate Select the fields of an export Change the field order in an export Advanced Settings – SuperOffice export Set date and number formats Show technical names of fields Transformations Transformation – Append text Transformation – Calculate Transformation – Clean text Transformation – Conditional field Transformation – Copy field Transformation – Current date time Transformation – Find pattern Transformation – Format text Transformation – Map list Transformation – Merge fields
Use cases 13 Import person consent Import multiple phone numbers, email and URLs Import Company or Person Interests Import Project Members Import (Sale) Stakeholders Import sale, quote and products Import documents Import Requests Import into user defined tables Power BI reporting
FAQ & Troubleshooting 7 Supported FTP servers Automation behavior Paused integration Efficient use of processed records Understanding Smart Source Control in detail Process only a few records while testing Verify import results in SuperOffice