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ERP

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Note

This function requires a license for SuperOffice Integration Server.

If your organization uses an ERP system and has connected it to SuperOffice CRM, you have the option of synchronizing companies (customers and suppliers) and projects between the ERP system and SuperOffice CRM.

On the main Company, Contact and Project cards, the ERP tab is displayed. Here you can link a SuperOffice company to a customer/supplier in the ERP system. Contacts who are registered on the SuperOffice company can then be linked to individuals in the ERP system. Similarly, SuperOffice projects can be linked to projects in the ERP system. After you have set up the link, data is synchronized between the ERP system and SuperOffice CRM.

What would you like to do now?

  • Connect to ERP
  • Create an actor in the ERP system
  • Disable synchronization
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