SuperOffice subscription requirements
To integrate SuperOffice with Plecto, you need to have an active Expander Services subscription license. Without the license, you won't be able to connect your SuperOffice account to Plecto.
Integrate SuperOffice with Plecto
Go to Data management > Data sources > + New data source > SuperOffice.
Click Next and log in to your SuperOffice account.
Click I approve to give Plecto access to your data.
Select the data types you want to import to Plecto.
(Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
Click Next to finish and import your data.
Available data types
For each data type you add, Plecto will create one data source and list it under Data management > Data sources. Currently, you can import the following data types:
Appointments
Contacts
Documents
Persons
Products
Projects
Sales