ERP connections

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The ERP connections tab in the Quote/Sync screen shows Quote Connectors and associated ERP connections. Quote Connectors are used for calculating quotes, sending orders to the ERP system and getting information from price lists.

How do I set up an ERP connection for SuperOffice CRM for Web (Online)?

To set up an ERP connection for the online version of SuperOffice:

  1. Go to https://online.superoffice.com/appstore.
  2. Locate the correct "sync" app for your ERP system. Click here to search
  3. Locate the correct "quote" app for your ERP system. Click here to search
  4. To complete the setup, contact the app provider.

Available Quote Connectors

Active Quote Connectors are displayed here. Hold the mouse pointer over a row to display detailed information. Visible connectors are DLL files located on the server.

ERP connections

Active ERP connections are displayed here. Double-click an ERP connection to edit it. The SuperOffice Standalone connector has different properties that can be adjusted. See Add an ERP connection.

Select an ERP connection in the list, and click Test ERP connection to verify that the connection is working correctly.