Byggfakta Technical Documentation

Feature Overview
Byggfakta Live for SuperOffice CRM

Introduction

This document describes the functionality and settings for Byggfakta Live for SuperOffice CRM developed and maintained by Siteshop ApS.

Please note that separate licenses / subscriptions are needed for:

SuperOffice CRM Online
Byggfakta / FaktaNet Live (must include the Export Folder)
Byggfakta Live for SuperOffice integration by Siteshop ApS

The Byggfakta Live for SuperOffice CRM app lets you select construction projects from your Byggfakta / FaktaNet Live page and transfer them to SuperOffice CRM. This saves time, adds valuable information to SuperOffice and in general makes it very easy to work with data from Byggfakta Live in SuperOffice.

Overview / Workflow

	1) Log in to your Byggfakta Live / FaktaNet Live and select the relevant projects. Add them to “My export folder”.
	2) Data is now sent to the integration. Depending on the number of selected projects it can vary between a few minutes and up to 15 minutes.
	3) The selected projects from Byggfakta Live has now been imported to SuperOffice as Projects or Sales, depending on how the app was installed
	4) You can now select which companies and project members you want to connect to the Project or Sale in SuperOffice. This is done in the Byggfakta Live panel on either the Project or Sales page in SuperOffice
	5) When adding a company or project member the integration will automatically check whether they already exist in SuperOffice. If so, you can connect the company or project member to the existing in SuperOffice to prevent duplicate data.
	6) When project details in Byggfakta Live are updated they will automatically be updated to the projects in SuperOffice.

Features

Projects from Byggfakta Live that are selected and placed in My Export Folder, will automatically be imported to SuperOffice CRM
Projects from Byggfakta Live can be imported as a Project or a Sale in SuperOffice. This must be decided when the app is installed.
Standard fields and MorePage fields are imported
You can select from a list of many fields from Byggfakta Live to be mapped to the MorePage fields you want (see Available mapping Fields further down)
For each imported project, the corresponding companies and project members are displayed (but not yet imported) in a Byggfakta Live panel in SuperOffice
From the Byggfakta Live panel in SuperOffice on either Project or Sale, you can select and import the relevant companies and projects members to SuperOffice. The app creates Project Members for Projects and Stakeholders for Sales
Duplicate checks are made for each company or project member you decide to import. You can then either create as new or connect to existing
From the Byggfakta Live panel you can select a company and project member from the list and then add a new opportunity (Sale). This only applies if you import projects from Byggfakta Live as Projects in SuperOffice
AutoUpdate makes sure that changes in the projects from Byggfakta Live are automatically updated to the projects in SuperOffice
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Available mapping Fields

In the table below you can see all the available fields for the Byggfakta Live integration.
These include fields for Projects/Sales only. All Company and Person fields are standard fields only.

Available mapping fields for Project/Sales in SuperOffice

Byggfakta Live Field	Prog-id (for the MorePage fields)	Type
Project Id	faktanet:PROJECT_ID	short text
Construction Site	faktanet:CONSTRUCTION_SITE	short text
Construction Town	faktanet:CONSTRUCTION_TOWN	short text
Zip Code	faktanet:ZIP_CODE	short text
Postal Town	faktanet:POSTAL_TOWN	Short text
Municipality Code	faktanet:MUNICIPALITY_CODE	Short text
Municipality Description	faktanet:MUNICIPALITY_DESC	Short text
County Description	faktanet:COUNTY_DESC	Short text
Country Code	faktanet:COUNTRY_CODE	Short text
Main Category Code	faktanet:MAIN_CATEGORY_CODE	Short text
Main Category Description	faktanet:MAIN_CATEGORY_DESC	Short text
Main Dev Type Code	faktanet:MAIN_DEV_TYPE_CODE	Short text
Main Dev Type Description	faktanet:MAIN_DEV_TYPE_DESC	Short text
Project Value Description	faktanet:VALUE_DESC	Short text
Start Date	faktanet:START_DATE	Short text
Start Date Description	faktanet:START_DATE_DESC	Short text
Planning Stage	faktanet:PLANNING_STAGE	Short text
Stage	faktanet:STAGE	Short text
Planning Start Date	faktanet:PLANNING_START_DATE	Short text
Planning Start Date Desc.	faktanet:PLANNING_START_DATE_DESC	Short text
Contract Type	faktanet:CONTRACT_TYPE	Short text
Construction Period	faktanet:CONSTRUCTION_PERIOD	Short text
Construction Periode Desc.	faktanet:CONSTRUCTION_PERIOD_DESC	Short text
End Date	faktanet:END_DATE	Short text
End Date Desc.	faktanet:END_DATE_DESC	Short text
Storeys	faktanet:STOREYS	Number
Storeys Below Ground	faktanet:STOREYS_BELOW_GROUND	Number
Apartments	faktanet:APARTMENTS	Number
Area	faktanet:AREA	Number
Volume	faktanet:VOLUME	Number
Structures	faktanet:STRUCTURES	Short text
Parking Spaces	faktanet:PARKING_SPACES	Short text
Gross Floor Area	faktanet:GROSS_FLOOR_AREA	Short text
Net Floor Area	faktanet:NET_FLOOR_AREA	Short text
Official Journal ID	faktanet:OFFICIAL_JOURNAL_ID	Long text
Site	faktanet:SITE	Long text
Create Date	faktanet:CREATE_DATE	Long text
Update Date	faktanet:UPDATE_DATE	Long text
Inactive Code	faktanet:INACTIVE_CODE	Long text
Inactive Desc.	faktanet:INACTIVE_DESC	Long text
Inactive Ref.	faktanet:INACTIVE_REF	Long text
Project Value	faktanet:VALUE	Number

To map the fields, you wish to integrate with SuperOffice you must add fields to the Project or Sale MorePage in the SuperOffice Administration client and enter the correct Prog-id for each of them. If you need help with this, please contact your SuperOffice reseller or local SuperOffice office.

Standard fields

Apart from the fields you can map to the MorePage a number of standard fields are also imported to SuperOffice.

Project

Byggfakta Live Field	Standard field in SuperOffice	Note
Project Name	Project Name / Sale Header
Url 1	Project URL / Sale Link
Associate Name	Our Contact	Uses the default Associate selected in Settings
Project Type	ProjectType	Uses the default Type selected in Settings
End Date	End Date
Project Description	Description	Choose mapping in Settings
Project Description	PostIt	Choose mapping in Settings

Company

Byggfakta Live Field	Standard field in SuperOffice	Note
Company Name	Company Name
Postal Address	Postal Address
Postal Zip	Postal Zip code
Postal City	Postal City
Visit Address	Visit Address
Visit Zip	Visit Zip code
Visit City	Visit City
Company Email	Company Email
Fax	Fax
Phone	Phone
Url	Url
Org No.	Org No.
Country	Country
Associate Name	Our Contact	Uses the default Associate selected in Settings
Busines	Business	Uses the default Business selected in Settings
Category	Category	Uses the default Category selected in Settings

Person

Byggfakta Live Field	Standard field in SuperOffice	Type
Titel	Title
First Name	First Name
Last Name	Last Name
Mobile Phone	Mobile Phone
Office Phone	Direct Phone
Private Phone	Private Phone
Fax	Fax
Email	Email
Associate Name	Our Contact	Uses the default Associate selected in Settings

Settings

With SuperOffice administrator rights you can access the Byggfakta Live Administration panel by clicking the SuperOffice logo in the upper left corner. Here you can change the settings for the app but remember that the changes will affect all users of the app.

Activate / De-activate the App (panels must be de-activated manually)
Insert and test Byggfakta Live credentials (profile Id, Username, Password)
Set Role priorities (roles will be marked with a 1, 2 or 3 in the app)
Set prefix for dummy persons if the company role from Byggfakta Live has no person
Activate AutoUpdate
Choose whether standard fields will be updated during AutoUpdate or not
Select entities to be imported together with the projects (blank is recommended)
Set default values for new Projects (Our Contact, Project Type)
Set date format
Import Description text as Project Description or Post It
Set default values for new Companies (Our Contact, Business, Category)
Choose to import company postal address, street address or both
Set default values for new contacts (Our Contact)
Import personal contact information (blank is recommended)
Allow to create new opportunities (Sale)
Set default values for new opportunities (Source, Stage, Type, Amount (percentage of project value))

Technical Notes

The Byggfakta Live for SuperOffice app supports both SuperOffice On-premise (ver. 8+) and SuperOffice Online
For the integration to work the “Export Folder” option must be enabled in your subscription for Byggfakta Live. Contact Byggfakta to have this enabled
During installation of the app there will automatically be created unique ID key fields on the MorePages for both Company, Person, Sales and Projects. These fields are extremely important for the integration to work, so they should not be deleted
During installation of the app will automatically add most available MorePage fields to the Project or Sales card in SuperOffice.