Documentation
Learn how to use Integration Cloud to set up secure and automatic integrations with SuperOffice CRM. Table of content Introduction Integration Cloud is a standard integration-app developed by Siteshop ApS that lets you push data to or pull data from SuperOffice CRM, including both the Online and On-premise versions. Integration Cloud offers you a simple…
Read MoreLast updated on 14-03-2024 This guide will provide you with an overview of the various options available to you as a user. 1. Search Bar To begin, the search field is introduced as shown in the images below, where you can search for companies, company IDs, addresses, emails, or phone numbers. You navigate to the…
Read MoreLast edited on 16-02-2024 Risk & Credit – Admin page. Start by finding the Risika Risk & Credit admin page, which you can do by clicking on the Superoffice logo in the top left corner, and then selecting “Risika – Admin”. 1. Risika API token Enter the API token received from Risika to enable CRM…
Read MoreLast updated on: 28-12-2023 General 1. “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. 2. Client Id and Client Secret. These are the API credentials. Contact Byggfakta to receive…
Read MoreLast updated on 19-12-2023 To connect to your Dynamics, you must send the following information to Siteshop: Creating a Azure App To grant the app access to your Dynamics API, an app needs to be created in the Azure Active directory. Go to https://portal.azure.com -> “Microsoft Entra ID”. From here, navigate to “App registration” and…
Read MoreLast updated on 16-11-2023 To make changes to forms and fields, you need to be logged in to make.powerapps.com. When you are inside Dynamics, we recommend the following approach for adjustments to forms and fields. Edit Your App Add Settings Panel After clicking “Edit” you’ll arrive at the following page, where you should: After clicking “Next” you’ll reach…
Read MoreUpdated on 13-11-2023 Sometimes the webpanels do not show immediately – try this: The web panels should now be visible when you return to SuperOffice.
Read MoreUpdated on 13-11-2023 Assign “user” and/or “administrator” To make users either “user” or “administrator” in SiteShop Apps, you need to be a SuperOffice administrator and follow these steps: Navigate to “Settings and Maintenance”, as illustrated below. Once you have completed the above step, you will arrive at the following page. Siteshop “user” and “administrator” names…
Read MoreLast updated on 30-10-2023 Insert tabs into the app When you’re logged into your Salesforce organization: Once you’re in the setup, locate “App Manager”. After accessing the App Manager, find the app where “Risika Risk & Credit” needs to be used. After clicking “Edit”, do the following: Insert tabs on the account Now, go to…
Read MoreLast updated on: 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Fast and easy installations guide Begin by locating and clicking on “e-conomic Quote” in the SuperOffice App Store. After clicking on “Economic Quote” in the SuperOffice App Store, you will be redirected to the following window, where…
Read MoreLast updated on: 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Fast and easy installations guide Begin by locating and clicking on “e-conomic Sync” in the SuperOffice App Store.You can also access the page through this link: https://appstore.superoffice.com/siteshop-aps/e-conomics-sync When you click “Sign Up” on the app, you’ll be…
Read MoreLast updated on 16-10-2023 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…
Read MoreLast updated on 16-10-2023
Read MoreLast updated on: 18-10-2023 To make changes to forms and fields, you need to be logged in to Make.powerapps.com. When you are inside Dynamics, we recommend the following approach for adjustments to forms and fields. Edit Your App Add Settings Panel After clicking “Edit” you’ll arrive at the following page, where you should: After clicking…
Read MoreLast updated on 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for the Market Data Nordic integration (which you can do here: https://siteshop.dk/order-app/order-market-data-nordic-for-superoffice/), you will be redirected to the installation page. Click Flush! To empty the cache right away. Step 2 –…
Read MoreLast updated on 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for the APSIS One connector (which you can do here: https://siteshop.dk/order-app/apsis-pro-for-superoffice/), you will be redirected to the installation page. Step 2 – Assign the appropriate roles To use…
Read MoreLast updated on 13-11-2023 Please note, you must be a SuperOffice Administrator to install and configure this app. Step 1: Installation After you have signed up for Byggfakta SMART App, (which you can do here: https://appstore.superoffice.com/siteshop-aps/byggfakta-live), you will be redirected to the installation page. Step 2: Assign the appropriate roles To use Siteshop Apps in…
Read MoreLast updated: 05-07-2023 Creating a Dynamics 365 App To grant the app access to your Dynamics API, an app needs to be created in the Azure Active directory. Go to https://portal.azure.com -> “Azure active directory”. From here, navigate to “App registration” and click “New registration”. Enter a fitting name. This could be specific to the…
Read MoreTroubleshooting Too many login redirects detected If you try to open a web panel and is presented with a yellow banner saying “Too many login redirects detected” The problem might be that 3rd party cookies are not enabled (Which is often the case when using Incognito mode). To fix this error simply allow SuperOffice to…
Read MoreLast updated on 13-11-2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for Risika – Risk & Credit, which you can do here: https://appstore.superoffice.com/siteshop-aps/risika-risk-credit, you will be redirected to the installation page. Step 2 – Assign the appropriate roles To…
Read MoreLearn how to use and configure the Byggfakta SMART app in CRM. Table Of Contents Introduction 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…
Read MoreFeature OverviewByggfakta 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: The Byggfakta Live for SuperOffice CRM app lets you select construction projects from your Byggfakta / FaktaNet Live page…
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