Data field mapping (SuperOffice)

You can map standard and custom properties from SuperOffice to data fields in Oneflow contracts. This allows you to automatically transfer data from SuperOffice entities (Sale, Company, Contact) directly into your contract's data fields.

Map SuperOffice properties to Oneflow data fields

1. Log in to SuperOffice as an administrator.
2. Open a Sale, navigate to the Oneflow Contract tab, and click Oneflow Settings.

3. Click on the Mapping SuperOffice properties tab. This page lists all active mappings.

   

4. To create a new one, click + Add new property mapping at the bottom.
5. Configure the mapping by selecting values from the dropdowns:
   • SuperOffice object: Select the entity type (Sale, Company, or Contact).
   • SuperOffice property: Select the specific field in SuperOffice you want to map.
   • Oneflow data field label: This identifies the field in Oneflow.
6. Click Save to apply your changes.

Creating custom fields in SuperOffice

If you are creating new user-defined fields (Custom fields) in SuperOffice specifically to sync with Oneflow, you need to use a specific naming convention for the Prog ID to prevent technical conflicts. This involves using a Universally Unique Identifier (UUID).

Example:

You need to store a unique "Internal ID" on every Company card in SuperOffice to map it correctly to Oneflow.

1. Navigate to Settings and Maintenance > Fields and select the Company tab.
2. Click + Add to open the Field dialog.

3. Fill in the details:

   

   • Provide a Name for the custom field.
   • Set a Type for the custom field (e.g. Number).
   • Prog ID: (Crucial Step) Delete the default value (e.g., “SuperOffice:7"). Replace it with a generated UUID format. This will look similar to: "SuperOffice:123e4567-e89b-12d3-a456-426614174000".
4. Click Save.
5. Click Publish on the main screen to make the field active.
6. Map the field: Now that the custom field exists, go back to the Data field mapping tab in the Oneflow Settings (described in the previous section). Click + Add new property mapping, select your new Internal_ID property, and give it a label (e.g., Company_Internal_ID).

Using mapped fields in Oneflow templates

Once you have mapped your SuperOffice properties to Oneflow data field labels, you need to add data fields to your templates so the data can populate.

Afterwards, you can simply select the template containing the mapped data fields when creating a new contract inside SuperOffice. Upon creation, Oneflow will automatically pull the values from the mapped SuperOffice fields and populate the corresponding data fields in your contract.

1. Log in to Oneflow and go to Templates, and open the template you want to edit.

2. Click the Data fields icon in the side panel. From the Template groups dropdown, select SuperOffice Template and Save the template.

   NOTE The custom fields you mapped earlier in SuperOffice will only appear in the data fields list after you have selected this template group.

   

3. After setting up the template group, you can create data fields for information that should be automatically passed from Superoffice objects to your Oneflow contract (recommended).

You may add data fields to a text or form section:

Text section: Place the cursor where you want the data field and click the tag icon (insert data-field) in the toolbar. Choose a field and click Confirm.

Form section: Click on a field in the form, then select the field from the data field dropdown and click Save.

The data fields get marked with a link icon in Form sections:

1. If you wish to attach files or PDFs to contracts, add an Attachments section and a PDF document section to your template (Recommended).

2. Click Publish to activate the template.