CRM Connection

Everything is keyed on your CRM Project ID. Work from the CRM data copy today, and switch on the live SuperOffice connection when the credentials are ready.

Connection status
Not connected yet
Imported CRM data

Projects and contacts come from the imported CRM copy. Nothing is sent to SuperOffice until the connection is switched on — summaries wait in the queue below.

Still needed
  • Application ID (client ID)
  • Application secret (client secret)
  • System user token from the admin approval
  • Private key of the application certificate
  • Environment (sod, stage or online)
  • Tenant / customer ID (for example Cust12345)
Project data
3

projects in the platform, 0 of them from a CRM import.

No import has been run yet.

Project ID lookup
1. Upload the CRM data copy

An Excel or CSV export with one row per project — or one row per project contact, repeating the project columns. The first row must be the column names.