Sync

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The Sync tab in the Quote/Sync screen shows Sync Connectors and associated ERP connections. Sync Connectors handle the synchronization of data between SuperOffice and the ERP system, while the ERP connections provide the link between SuperOffice and Sync Connectors.

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.

What would you like to do now?

• Add a Sync Connector
• Add an ERP connection
• Set Sync Priority
• Configure field allocation (Synchronization settings and which fields are displayed in the search window and in the ERP tab)
• Configure default values for synchronization
• Rank fields shown in the ERP tab
• Edit an ERP connection