Predefined integration packages for easy installation

ERP Integration

Get the full overview in an easy way, with a predefined package for integration between SuperOffice and your financial system.

Tailor SuperOffice with a ready-made integration package

Get the full overview in SuperOffice CRM Online. Retrieve important data from other business systems and display them on tabs in SuperOffice or support key business processes with additional tabs and features.

ERP-Integration is a predefined package, consisting of DataSync and EDS for Microsoft Dynamics AX, NAV or Visma Business. The ERP integration package provides a simple and automatic synchronization of address information, key figures, KPIs and invoice information from your financial system to SuperOffice Sales & Marketing.

The solution consists of a complete package with 1-way synchronization from your financial system to SuperOffice, and allows without any additional license to add tabs with data, design, logic and workflows according to internal requirements. Read more about the possibilities under the product Ekspander Design Suite (EDS).

Options

2-way synchronization and a number of advanced synchronization features are available as described under the product DataSync.

Advantages

  • A complete overview of the customer relationship in one system
  • Higher data quality – avoid duplicates
  • Save licenses for the financial system
  • All data for reporting can be found in SuperOffice, e.g. actual sales, pipeline, activity level
  • Optimize daily workflows – better efficiency and fewer errors
  • Save time and money
  • Standard module equals no dependency on developers

Key functionality

  • Predefined for a specific account system
  • Readymade design
  • Make dynamic choices in SuperOffice based on account system criteria
  • Create extra tabs, design, logic and workflows in SuperOffice
ERP Integration

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