Getting started with SuperOffice

This article explains how you integrate and get started with the SuperOffice - Oneflow integration.

REQUIREMENTS

The setup has to be done by an administrator in both systems.
Log in to both Oneflow and SuperOffice using the same email address
The integration can only be set up for a single SuperOffice account.
Only Oneflow workspaces that contain at least one active SuperOffice template will be available for selection in SuperOffice.

In Oneflow

Log in to Oneflow as an administrator and navigate to Marketplace.
Scroll down to SuperOffice and click on Enable.
Click the SuperOffice link to open the settings page, then click Authenticate to SuperOffice and log in. You are redirected back to the SuperOffice page in Oneflow.
Register your Oneflow users with the same email address they use in the associated SuperOffice account.

Navigate to SuperOffice and open the Sale screen. The Oneflow web panel is now visible in the Oneflow Contract tab at the bottom of the screen.
If the web panel is not displayed, call the URL https://online.superoffice.com/CustXXXX/default.aspx?flush and replace CustXXXX with your actual customer ID, which you find in the SuperOffice page URL.
Inside the web panel, you may have to log in again with the same account you are currently using. If you select the wrong account, the page lets you choose again.
By default the Oneflow panel is visible for all user groups. To hide it from specific groups, go to Settings and maintenance > Lists > GUI Web panel > Oneflow Contract.

The Oneflow integration is now active! Learn how to create a contract here.