Import

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Environment: onsite
• 1 minute to read
 • 1 minute to read
Caution

We recommend that you contact SuperOffice Support to back up the SuperOffice database before you import large amounts of data.

The Import screen is where you incorporate important external data into the SuperOffice database from. For example, you could import a customer index so you can use it in SuperOffice CRM. More specifically, in the standard version of Windows Client settings, you can import the following data into the SuperOffice database:

  • Companies with associated user-defined fields and interests
  • Contacts with associated user-defined fields and interests
  • Projects with associated user-defined fields
  • Follow-ups
  • Sales
  • Products
  • Currencies
  • Post codes / ZIP codes
  • Red-letter days

You can also import companies/contacts and products in Settings and maintenance.

The fields in the Import screen and their use are described under Import files. Before you start importing, you should also read Import routines

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