Visma.net Financials – InfoBridge Knowledge Base

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General information

6

What is DataBridge?
Release history
Requirements and checklist before use
Available integrations
SuperOffice CRM import worksheets
Compare subscription plans

Quick start for SuperOffice Admins

6

Set up DataBridge for SuperOffice CRM Onsite
Integrations and jobs explained
Introduction to the portal
Sign up for a (trial) account
Import into SuperOffice
Export from SuperOffice

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
Use Transformations
Process non-printing characters
How to start a job
Receive notifications
Trigger a webhook
Use a Secondary duplicate match
Use Smart Source Control
Use an XML file as source
Use email with attached file as source
Use a SQL database as source or destination
Copy, export and import integrations
Transformations

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
Universal Business Language (UBL) documents
Create a SuperOffice selection from ERP
Clean and combine fields

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

Other connectors

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