Note: You need admin privileges in both SalesScreen and SuperOffice to carry out this approach. The following entities are supported for synchronization to SalesScreen: Sales, Contacts, Persons, Appointments, Documents and Projects.
There are two prerequisites for integrating SalesScreen with SuperOffice. The first one is that you need to have a SalesScreen Pro or Enterprise subscription, and the second is that you need to have a SuperOffice online subscription. In other words, SalesScreen does not support integration with SuperOffice on-premise solutions.
As an administrator, sign in to your SuperOffice organization.
Allow SalesScreen to access REST API
By default, SuperOffice will prevent REST API access for external agents – like SalesScreen. You therefore need to allow SalesScreen access by installing the SalesScreen app found in SuperOffice's app store.
To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.
Once there, go to Integrations and click on Integrate for SuperOffice.
You'll be presented with a 2-step wizard to set up the integration.
Step 1 [Optional]
This step lets you to choose the environment of your SuperOffice organization. By default, the environment is defined as "Production", which is the standard environment used in SuperOffice. In other words, this step can be skipped.
If you want to integrate with a SuperOffice development or staging environment, you select "Development" or "Staging" from the dropdown menu respectively.
The second and final step requires you to sign in to your SuperOffice organization with an administrator user. We suggest that you sign out of any SuperOffice accounts beforehand, so that you can sign in with the desired user account when carrying out the authentication process.
Click on Integrate, and you'll be asked to sign in to SuperOffice (if not already signed in). Upon successful authentication, you can authorize SalesScreen to access your SuperOffice data on behalf of your organization.
After Successful Authentication
Import SuperOffice Users [Optional]
If the authentication process is successful, you'll be presented with a list of your current SuperOffice users. You can choose to import SuperOffice users to SalesScreen, or map existing SalesScreen users to their SuperOffice accounts. You can skip this step by clicking Continue to workflows.
Importing of users will create SalesScreen accounts for them, where they will be mapped (connected) to their corresponding SuperOffice accounts. Simply check the user(s) in the list and click Add Users.
Mapping of existing users lets you connect a SuperOffice user to an existing SalesScreen user due to their email or name being identical. Click on Map Existing and confirm the process.
The bottom line is, SalesScreen users must be mapped to their corresponding SuperOffice user accounts in order to be credited with their SuperOffice activities. They must also be part of a SalesScreen team (which happens automatically when importing users).
Activate Workflows [Optional]
The next step gives you the option to activate one or more workflow suggestions, presented in a list including descriptions. A workflow dictates what type of data should be retrieved from SuperOffice and visualized in SalesScreen. With active workflows. SalesScreen will retrieve the new or modified data from SuperOffice on fixed intervals.
Simply check one or more workflows from the list and click on Activate. Finally, you can click on Continue to dashboard.
The SuperOffice integration dashboard, showing two active workflows.
NOTE: Workflows can be modified, paused/resumed and terminated at will from the SuperOffice integration dashboard. The integration can also be terminated as a whole from there. Furthermore, SuperOffice users can be imported/mapped as you go, and workflows can be created from scratch.
The dashboard can be found by navigating to Manage > Settings > Integrations > SuperOffice
or by going to this link: