Getting started using the SuperOffice integration is easy, but it requires Super admin rights in SuperOffice. See the admin information at the end of this page before setting up the integration.
Getting started
Once you grant the necessary permissions, you will be redirected back to the configuration flow.
Once connected, Goava will scan your available fields in SuperOffice to provide a suggested field mapping. This mapping can be modified in the next step.
You can see explanations of all the fields and configurations a bit further down in this article.
When testing is complete, you will either see an error message with information on what to adjust in your settings or a success message.
Once you have established the connection, click the "Sync from CRM" button to initiate the company import from SuperOffice. Please note that this process may take several minutes to a few hours, depending on the number of companies in your SuperOffice account. Rest assured, the import will run seamlessly in the background while you continue with other tasks.
All settings explained
| Setting | Explanation |
| Customer Mapping (optional) | Use the Category field from SuperOffice to add custom mapping for how we should map company stage to Goava. This field allows you to select categories that indicate customer status. If you leave this empty the default mapping will be applied (see below this table). |
| Select category from SuperOffice for mapping to Lost stage in Goava (optional) | This field allows you to select categories that indicate lost customer/lost opportunity status. If you leave this empty the default mapping will be applied (see below this table). |
| Select category from SuperOffice for mapping to Converted stage in Goava (optional) | This field allows you to select categories that indicate open/ongoing opportunity status. If you leave this empty the default mapping will be applied (see below this table). |
| Revenue Field Mapping (Integer) | Annual revenue in local currency. Example 22455000. Use field format Number/Decimal/Integer |
| No of employees Field Mapping (Integer) | Number of employees, for example 364. Use field format Number/Decimal/Integer |
| Imported From Goava Field Mapping (DateTime) | Date when company was updated or created by Goava. Use date field format. |
| Segment Name Field Mapping (String) | Field for populating the Goava Segment name that the company was exported from. Use a text field. |
| Full Industry Field Mapping (string) | SNI/Nace code and text, for example 70220 Business and other management consultancy activities. Map to a text field. |
| Industry Code Field Mapping (Integer) | SNI/Nace code, for example 70220. Number field. |
| Industry Text Field Mapping (String) | SNI/Nace text, for example Business and other management consultancy activities. Text field. |
| Contact's LinkedIn Profile URL Field Mapping (String) | If you export LinkedIn contacts you can map the contact's LinkedIn profile URL to a field on the contacts object. Text/Link field. |
| Should Goava be allowed to re-assign companies in SuperOffice? |
Yes/No. If you select yes, then Goava will be able to export any company and if the company already exists in SuperOffice we'll be able to re-assign it to the user that qualified it in Goava. If you select no, then Goava won't be able to re-assign any existing companies, so if you export a company that already exists with an owner, we will just skip that export and do nothing. |
| Do you want to create a task when a company is exported? |
Yes/No. If you select yes, then we will create a task for you associated with the object you exported to contact the company. |
| What will be the type of the task you want to create when a company is exported? |
Select the activity type you want to use for tasks from Goava. Select from a dropdown of types from your CRM. |
Imports
Once everything is set up and you have connected, you can click Sync companies, which will start importing companies from SuperOffice to Goava. The companies will always be assigned to the user in Goava that corresponds to the user that is listed as Our contact in SuperOffice. And default stage mapping looks like this unless you have provided other mapping in your settings.
| Goava stage | SuperOffice |
| Qualified | Companies that haven't had any Sales opportunities in SuperOffice |
| Converted | Companies with open Sales opportunities in SuperOffice |
| Lost | Companies where the latest Sales opportunities is closed lost. |
| Customers | Companies with Categories that have been defined as customer categories in the configuration |
Goava in SuperOffice
Company dashboard in SuperOffice
When you go to SuperOffice again, you'll notice that you have a shiny new tab on your company objects, which shows the company dashboard from Goava in SuperOffice. For this feature to work the company needs to have a valid org. nr/CVR/Business ID in SuperOffice.
Prospecting in SuperOffice
When the Goava app has been installed in SuperOffice you'll have access to Discover prospecting directly from the CRM and you'll find it by clicking on the SuperOffice logo in the top left corner.
This can be modified and placed elsewhere if you prefer.
Exporting companies
When you Qualify companies in Goava now, they will automatically be created in SuperOffice and you'll be assigned to that company. If the company already exists and doesn't have a owner in SuperOffice that company will be updated and you'll be assigned. The default company data you'll get automatically in when exporting from Goava is:
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Company name
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Organisation number/CVR/Business ID
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Postal and visiting address
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Website
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Website description (mapped to Notes)
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Phone
Export contacts
You can export contacts from Goava without leaving your CRM and create a new contact associated with the company with one click.
We also use Webhooks to track changes from SuperOffice so we can reflect that in Goava. This enables us to automatically update Goava when you sign a new customer or when a company changes ownership in SuperOffice, for example.
Export of Stories and Notes
If you find a news story or recruitment posting that you find interesting you can export them as a note on the company by clicking on Export article, and you guessed it - you don't have to leave SuperOffice to do this. Notes and Stories are created as Activities of type Other.
