Set-up the connection between SuperOffice CRM and Vainu

Learn how to set-up Vainu's native integration with SuperOffice CRM.

Before setting up the connection, here's what you need for getting the integration up and running:

  • SuperOffice CRM Online version.
  • SuperOffice integration included in your Vainu license.
  • One person with Vainu superuser rights.
  • Permission to add data to SuperOffice


    The integration is done in two simple steps:
  1. Vainu superuser imports CRM data into Vainu. 
  2. All the other users connect their own CRM account in Vainu. 

1. Vainu superuser does the initial set-up 🛠 

Vainu superuser in your organization should make the initial set-up and import all the data from your CRM into Vainu. If you are unsure who is the superuser in your organization, let us know in the chat! Here's how to get started:

A) Connect your account in Vainu

  • Click on the User icon on the upper right corner → Settings → Integrations & Subscriptions.
  • Find SuperOffice in the list of integrations and click on 'Connect'
  • Login to SuperOffice and grant Vainu the permission to access the information.
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B) Import your CRM data

I) Choose Vainu field (Company name or business ID) and the corresponding field in SuperOffice.

II) Click on 'Start full import' This can take a while depending on the number of companies you have in your CRM.

III) Activate auto-sync (Vainu will gather the latest information automatically from your CRM every hour). 

2. Rest of the users connect their SuperOffice accounts 🔑

Once the Vainu superuser in your organization has done the initial set-up, the rest of the users can connect their own SuperOffice accounts in Vainu: 

  • Click on the User icon on the upper right corner → Settings → Integrations & Subscriptions
  • Find SuperOffice in the list of integrations and click on 'Connect'. 
  • Login to SuperOffice CRM and grant Vainu the permission to access the information.
  • Start exporting companies to your CRM and using CRM information in your target groups

What's next?

Create workflows with Vainu's SuperOffice integration

Export companies or signals to your CRM