Super Office Integration

Owned by Stuart Glover (Unlicensed)
Last updated: Oct 27, 2021
3 min read

Welcome to your Super Office Integration.

Only the Administrator Licence User can access Integrations.

To access your SuperOffice integration:

  • Login as an Admin User
    > Administration Feature
    > Integrations
    > HubSpot

  • Select the Manage button in the SuperOffice box


Access and Set Up

You will now be taken through a quick 5 step integration process:

STEP 1: CRM Details

  • Press the Connect to Super Office Button

  • First time logging in you will be directed to your Super Office account.

  • Log in to Super Office

  • Press Save & Proceed

STEP 2: Data Objects Mapping

  • Configure the synchronisation for Company, Contacts and Leads

  • You can have bi-directional mapping between LeadX and Super Office.

  • Choose the direction of mapping you require by pressing the green toggle.

  • Green represents ‘turned on'

  • View Object mapping by selecting the view mapping button.

  • Press Save & Proceed.

STEP 3: Status Mapping

  • Configure the status mapping of your Sales Pipelines.

  • The left hand column displays LeadX Pipeline and the right displays Super Office.

  • The LeadX Pipeline is set and cannot be changed.

  • Select the opposite box in the Super Office column to open the status options and choose the status of each pipeline stage to meet your requirements.

  • Press Save & Proceed.

STEP 4: Assign Sales Manager

  • Super Office > LeadX:
    The top box denotes who is the default Super Office User to receive Lead information from LeadX. Choose a registered User from the dropbox options.

  • LeadX > Super Office

STEP 5: Data Synchronization Scheduler

  • Choose the time frame you wish to synchronize your data from the 4 options available.

  • Select the Time and Date you wish this to start.

  • Select the Done and Ready to Go button after making your selections.

  • Congratulations, you have configured your integration.

 

 

Advanced Super Office Integration Information

  • Leads

 

LeadX > SuperOffice (if configured)

SuperOffice > LeadX (if configured)

Lead Created

A Lead is only recognised in SuperOffice in Lead Stage.
'New' Leads are not sent as they are not recognised as a Lead until accepted.

All Leads created in SuperOffice will show in

Lead Deleted

 

 

Lead Won

 

 

Lead Lost

 

 

Lead Transferred

 

 

 

 

Watch our Intro video for Super Office Integration.