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How do I integrate with SuperOffice CRM Online?
How do I integrate with SuperOffice CRM Online?

Set up the integration from SalesScreen's user interface in no time and celebrate sales activities on TV-screens, dashboards and feed!

Simon Hordvik avatar
Written by Simon Hordvik
Updated over 2 weeks ago

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.


Prerequisites

  1. SalesScreen Subscription: A Pro or Enterprise subscription is required.

  2. SuperOffice Subscription: Integration is only supported with SuperOffice Online. On-premise solutions are not compatible.


Setup in SuperOffice

Step 1: Enable REST API Access

By default, SuperOffice blocks external REST API access. To enable it:

  • Log in as an administrator to your SuperOffice account.

  • Install the SalesScreen app from the SuperOffice App Store.


Setup in SalesScreen

Step 1: Navigate to Integrations

  1. Log in to SalesScreen with an admin account.

  2. Go to Manage > Settings > Integrations.

  3. Locate the SuperOffice integration and click Integrate.


​Step 2: Configure Integration

  1. Add Instance: Start the setup wizard by clicking Add Instance.

  2. Select Environment [Optional]:

    • By default, the environment is set to "Production."

    • To integrate with development or staging environments, select "Development" or "Staging" from the dropdown.


Authenticate:

  • Log out of any existing SuperOffice accounts.

  • Sign in with an administrator account during the integration process.

  • Authorize SalesScreen to access your SuperOffice data.
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After Successful Authentication

Step 1: Import or Map Users [Optional]

  • Import Users: Select SuperOffice users to create corresponding accounts in SalesScreen, which will be automatically mapped to their SuperOffice accounts.

  • Map Existing Users: Match existing SalesScreen users to their SuperOffice accounts based on email or name.

    Note: Users must be mapped to their SuperOffice accounts and assigned to a SalesScreen team to be credited for activities.



Creating Workflows

Step 1: Create Activity Types in SalesScreen

Before building workflows, create an Activity Type in SalesScreen that will link to the workflow.

Step 2: Build a Workflow

  1. Navigate: Go to Workflows > New to start creating a workflow.

2. Configure Workflow:

  • Source:

    • This is where you filter down the data you want to get into SalesScreen.

    • Choose the SuperOffice object (e.g., Sales, Appointment).

    • Add filters to define the data to sync, such as a date range filter, deal type filters
      ​

3. Define Fields:

  • Destination:

    Link the workflow to the predefined SalesScreen Activity Type.

  • Activity Fields: Select mandatory fields from SuperOffice. Data will not sync if required fields are empty.

  • Text Fields: For visualization only.

  • Dropdown Fields: Useful for filtering options like status or source.

  • User to Credit: Select the user field from SuperOffice. The corresponding user must exist in SalesScreen.

  • Number Fields: Include static or dynamic numeric values (e.g., quantities, custom metrics).

  • Date Fields: Essential for syncing data accurately to specific dates in SalesScreen. For sales, use the Sale Date from SuperOffice.
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​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.
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The view can be found by navigating to Manage > Settings > Integrations > SuperOffice
or by going to this link:
​https://app.salesscreen.com/#/integrations/superoffice/overview/workflows

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