October 1, 2021
Wouldn't it be cool if you could create a SuperOffice Selection with data that comes from your ERP solution? If we'd say that DataBridge can take care of that for you, would you believe that? Let's look at the scenario where you and your colleagues use SuperOffice CRM to find and catch prospects, offer them your products and convert those offers to orders. So far, so good. Every order is entered into your ERP solution and produced and delivered from that platform. However, some orders are changed, some cancelled and some end up in your ERP right away, without a quote being sent out to that long time customer. The result is that only your ERP has a 100% view on what customers purchased what products. A batch of your product is not produced according to your standards. Purely hypothetical, of course. You want to reach out to the customers that have received products from that batch as soon as possible. Your ERP solution can produce a list of the customers, including their ERP numbers. Luckily you have that ERP number registered in SuperOffice for every customer. Let DataBridge do some magic and help you to create a SuperOffice selection using that list of ERP numbers. All you need to do is create a profile that imports from that file to SuperOffice. You only need to set up field mapping to the ERP number column. Make sure you set the duplicate match to the field to which you linked the ERP number column, enable the 'Skip if not found' toggle, and enable the 'Add updated company to selection' toggle. Basically, you are updating the ERP number field with the exact same value. That is treated as an update and the SuperOffice Selection is created for those companies.