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 Admin rights.
  • Permission to add data to SuperOffice


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

1. Vainu Admin does the initial set-up 🛠 

Vainu Admin 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 Admin in your organization, we can help you in the chat! Here's how to get started:

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.
Screenshot 2019-12-03 at 11.40.45

Import your CRM data

Company name and Business ID are automatically used when importing companies from SuperOffice.

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

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

Settings for export

On Vainu settings you have the possibility to select when Sale event is created. Superoffice has a privacy restriction for contacts. You can select a source for the contacts which is automatically added to your SuperOffice contact cards. 

2. Rest of the users connect their SuperOffice accounts 🔑

Once the Vainu Admin 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