Using data fields with SuperOffice

This article explains how to use data fields with the SuperOffice integration. Data fields allow you to automatically transfer information from SuperOffice sales, companies, and contacts to your Oneflow contracts.

Playbooks

The SuperOffice integration uses a playbook in Oneflow. The playbook connects your SuperOffice property mappings to your Oneflow template.

When you assign the SuperOffice Template playbook to your Oneflow template, the mapped SuperOffice fields become available in the template’s data field list.

In SuperOffice

Available data fields

You can map standard and supported custom properties from the following SuperOffice objects:

• Sale – Information associated with a sale in SuperOffice.
• Company – Information associated with a company in SuperOffice.
• Contact – Information associated with a contact in SuperOffice.

Map SuperOffice properties

1. Open a Sale in SuperOffice.
2. Go to the Oneflow Contract tab.
3. Click Oneflow Settings.
4. Open the Mapping SuperOffice properties tab.

The page displays all active property mappings. If no mappings have been configured, the list will be empty.

Add a property mapping

1. Click + Add new property mapping.
2. Under SuperOffice object, select Sale, Company, or Contact.
3. Under SuperOffice property, select the property you want to transfer.
4. Under Oneflow data field label, enter the name that should identify the field in Oneflow.
5. Click Save to apply the mapping.

Create custom fields

You can create user-defined fields in SuperOffice and map them to Oneflow. When creating a custom field specifically for the integration, you must use the required naming convention for its Prog ID.

Example: Create a custom company field

In this example, you will create an Internal ID field on each company card and map it to Oneflow.

1. In SuperOffice, go to Settings and Maintenance Fields.
2. Open the Company tab.
3. Click + Add to open the field settings.
4. Enter a name for the custom field, such as Internal ID.
5. Select the appropriate field type, such as Number.
6. Delete the default Prog ID, such as SuperOffice:7.
7. Enter a new Prog ID using a valid UUID.

For example:

SuperOffice:123e4567-e89b-12d3-a456-426614174000

8. Click Save.
9. Click Publish on the main screen to activate the field.
10. Open a sale and go to the Oneflow Contract tab.
11. Click Oneflow Settings and open Mapping SuperOffice properties.
12. Click + Add new property mapping.
13. Select the new Internal ID property.
14. Enter a unique Oneflow label, such as Company_Internal_ID.
15. Click Save.

In Oneflow

Map Data Fields to Your Template 

1. Open your Oneflow template and click the Data fields icon in the side panel.
2. From the Playbooks dropdown, select Superoffice Template.
3. Place your cursor where you want the data field to appear, then click the tag icon (Insert data field) in the toolbar.
4. Select the field you want to insert and click Confirm.
5. Repeat for all fields you want to map, then Publish your template.

When you create a contract from SuperOffice using the configured template, Oneflow automatically transfers the mapped SuperOffice values to the corresponding contract data fields.

Troubleshooting

A custom field is not available for mapping

Confirm that:

• The field has been saved and published in SuperOffice.
• The field uses a supported field type. List fields are not currently supported.
• The field’s Prog ID follows the SuperOffice:<UUID> format.

A mapped field is not available in the Oneflow template

Confirm that:

• The property mapping has been saved in SuperOffice.
• The SuperOffice Template Playbook is assigned to the Oneflow template.
• You are viewing the correct template’s data field list.

A field is empty in the created contract

Confirm that:

• The source property contains a value in SuperOffice.
• The correct SuperOffice property has been mapped.
• The corresponding data field has been inserted into the Oneflow template.