Integration with Superoffice

• 

  Phil Bosley

  • June 28, 2019 19:36

  Hi Hans - 
  
  There are only a couple of ways to go about this integration.
  
  1. Determine what is meant by integration.

  Do you mean simply synching contacts from CRM to Act-On, bi-directional sync, or are you looking for integrated buttons, activity history, etc.
  
  2. If you are just syncing contact data - FTP is usually the best option.  
  
  3. If you are looking to integrate buttons, Act-On has great articles on .jsp functionality for integration.
  
  The biggest 'gotcha' for most organizations is that Act-On processes flat data, and most CRMs are built with relational databases.  If you find this to be a case in your situation, you will need a middleware solution that imports data from CRM, shapes and flattens the data, and then pushes this to Act-On.  Bi-directionally, you will need to take data from Act-On, then shape and direct data for input in CRM.
  
  These solutions can get pricey, depending on complexity.  If you have additional questions, please don't hesitate to reach out!
  
  
  

  
  
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  Phil Bosley
  CEO, Tactical MA
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  -------------------------------------------
  Original Message:
  Sent: 02-02-2018 17:05
  From: Hans Christian Bothmann
  Subject: Integration with Superoffice
  
  We are an Act-On partner and working with a client who would like to integrate Act-On with Superoffice. If anyone has hands-on experience or use cases integrating and syncing with Superoffice we would appreciate hearing from you.
  
  Thanks in advance.
  
  The Blue Business Team
  
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  Hans Christian Bothmann
  Partner, Blue Business A/S, Denmark
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