The Byggfakta SMART app, is a standard plugin that allows to to import, qualify and work with construction projects from all of the Nordic countries directly in your CRM system.
With the Byggfakta SMART app you can import projects manually and/or automatically directly into your CRM system, as either a SMART Project or directly as an Opportunity. This allows you to implement the app directly into your current workflow.
Dataflow
The data for Construction Projects, Companies, and Contacts are all provided and kept up to date by Byggfakta.
The data for Construction Projects can hit either the Project entity, or the Opportunity Entity. For the specific entities for each CRM see the CRM specific explanations.
Data is also generated in the app (Opportunities and Connections), which is imported to CRM.
To help match existing data, a search is made on Companies and Contacts. This is only relevant, if the users are allowed to import Companies/Contacts.
Comparing data to see what data is linked, and connected requires lookups on Companies, Contacts, Opportunities, and Connections.
A few lists are looked up in the admin panel, and if relevant at the import moment. This includes:
Import Projects as either SMART Projects or Opportunities.
Select the statuses you want to import to CRM (Allows for both automatic and/or manual transfer).
Map your SMART users to your CRM users, to make sure the projects reaches the right person.
Create Companies, and Contacts directly in the Byggfakta SMART app, with up-to-date data provided by Byggfakta.
Intelligent duplicate prevention allows you to make the app recognize you existing CRM data.
Link the relevant Contacts to the project using native connections in CRM, to aid your existing workflow.
Construction Projects are automatically kept up-to-date with the AutoUpdater.
Construction Projects from all of the Nordic countries.
Language of the app follows the local language of the CRM for each user.
Hotline
Support is available through Siteshop (support@siteshop.dk or +45 70 20 19 78).
Configuring the Byggfakta SMART App
General Settings
“SMART App Active”, this toggle enables/disables the whole app. With this toggled off, no contruction projects will be transfered, AutoUpdate will turn off, and users will not be able to import through the forms.
Client Id and Client Secret. These are the API credentials. Contact Byggfakta to receive these credentials.
Importing Construction Projects
Toggle whether Construction projects should automatically update. The update runs nightly.
Select the SMART statuses, that should be imported to CRM.
Select the SMART statuses, that should be kept up-to-date.
Should the users be presented with a link to the Company/Person to SMART.
Select which users groups are allowed to import data from the form. All other users will be able to see data in the form, but not import. (SuperOffice only)
User mapping.
Mapping to the CRM users, will assign that CRM user as the owner of the projects.
Only SMART users in this mapping will have their construction projects transferred to CRM.
You can have a one-to-many mapping, by simply selecting several SMART users to the same CRM user.
In case of problems with fetching projects, a fallback default user from the mapping can be selected.
Project Settings
Toggles if the project id from SMART should be appended to the name of the imported project.
When available the app will write dates to CRM, so that the CRM understands that it is a date, but fields are available that stores the date in text format, here you can define the date format of those fields. The syntax used is the regular Microsoft defined date format syntax.
SMART has several different names for a project, ranging from a short description of the project, to a more unique human friendly name. Several options are available to ensure the name of the imported entity suits your workflow. No matter which option is selected for the header, the project id can always be appended to the project to ensure complete uniqueness and clarity.
Options to add additional roles to the project members imported from the form.
If the company’s role should be added to the contacts, as if it was their own
If the company’s role should be written in the description that accompanies a connection in some systems.
When available the app will write dates to CRM, so that the CRM understands that it is a date, but fields are available that stores the date in text format, here you can define the date format of those fields. The syntax used is the regular Microsoft defined date format syntax.
SMART has several different names for a project, ranging from a short description of the project, to a more unique human friendly name. Several options are available to ensure the name of the imported entity suits your workflow. No matter which option is selected for the header, the project id can always be appended to the project to ensure complete uniqueness and clarity.
Some data has several values from SMART, but only a single place to put them in CRM. E.g. the default date of an opportunity, is only a single field. These can be mapped to suit your workflow when dealing with default CRM entities. All the selectable fields has a further description in the Available Fields section.
Which fields should be updated when a project is either moved to a new folder (That is selected to import/update) or when auto updating. Do note that allowing the app to update names can make it harder to find projects you are already working on.
It is recommended to update at least the end date and description. If the original end date is of importance to your workflow, we recommend adding the “Original End Date” field to CRM, so that both dates are available to you. The description is usually only appended to in SMART.
Options to add additional roles to the project members imported from the form. – If the company’s role should be added to the contacts, as if it was their own – If the company’s role should be written in the description that accompanies a connection in some systems.
Be very careful when changing this, and make sure you know what you are doing. This setting changes whether the app considers SMART Construction Projects as Opportunities or Projects. Changing this will make future Construction Projects be imported as the new selection, but since the app related fields are probably not installed this will fail. The form you currently have will also fail. Should you want to change the entity of the SMART construction projects, we highly recommend you contact Siteshop, and coordinate this for the best experience.
Company import configuration
Default values for newly imported companies, imported through the form.
What contact information should be imported (When available) from SMART
What information that should be placed on an enxisting company, when linking a SMART company to an excisting company in CRM.
Where to place the different addresses from SMART.
(SuperOffice only) note that the visible address fields are dependent on the address format of the country of the company.
Person configuration
When importing a project, the person in the project becomes the contact person. If there is no person in the project or any other default contact person, then a “dummy” should be chosen.
To create a “dummy” contact, you need to select a prefix.
You can mark the dummy person as “retired,” which means they will not appear on lists.
Choose where new people come into SuperOffice from.
Select the purpose for their entry into the system. Choose the legal basis reason.
Select categories, purposes, and legal bases. The idea here is that you can have categories consisting of both customers and prospects.
When new individuals are imported, you can choose to import their Mobile and Work Phone.
Check daily for updates to Name, Mobile, and Work Phone.
Opportunity
When the customer/project has already been imported, the “Opportunity” button, if selected, can create a new sale.
The “Amount” is displayed in percentage (%) and indicates what percentage of the project’s total value should be paid for your service.
By default, it tries to assign “you” as responsible, and if not possible, it uses the default selected in the list field.
Displays current/ongoing sales for the individual or company.
Available Fields
Many fields are available. A lot of them are relevant for most cases, but some contain internal ids of Byggfakta SMART, and might only be relevant, if you build something on top of the Byggfakta SMART app. These are available, but not recommended for every normal use case.
SuperOffice
All the fields ending in “sotrans”, are translated lists, that will appear in the local language of the SuperOffice client.
Installing fields
To install more fields in SuperOffice, go to “Settings and Maintainance”, select “Fields” in the left hand menu, and add the fields you want with the appropriate ProgId.
For example, to add the field containing the type of Eco Certification, the following steps are done:
1. Open the “Settings and Maintenance” in the burger menu in the top right corner:
2. Go to “Fields”, and select the entity where the field should be added, in this case “Projects”. And add a new field.
3. Give it the desired name that should be shown in SuperOffice (It is possible to add translations to show different names for different local SuperOffice languages if so desired).
Fill out the Data Type, and ProgId for that specific field. These can be found in the table below. Save the field.
4. Data will appear in the field with every new import, or when a project is updated. If you want to manually force a project to get the data, simply modify the project in SMART (e.g. changing the status, and changing it back). If all existing projects needs the have data loaded in, contact Siteshop to get a forced update of all your active projects.
