Free

More Info

Published

16.09.2020

Markets

Denmark, Norway

Languages

Danish, English, Norwegian
Beta version

HoltePortalen

HoltePortalen directly integrated into SuperOffice CRM.

About this app

With this HoltePortalen app, you have direct access to all valuable information in HoltePortalen; SuperOffice CRM project, project members, companies, contacts, and more entities are automatically kept in sync between HoltePortalen and SuperOffice CRM.

Key features

  • Synchronize project and project members.
  • Synchronize companies and persons.
  • HoltePortalen directly visible in SuperOffice CRM.

Price information

The app is being provided free of charge; limitations could apply.

ADDITIONAL CONSULTANCY SERVICES (OPTIONAL)
Consultancy services are available for product training and configuration. Contact the vendor or your SuperOffice CRM implementation partner.

TERMS & CONDITIONS

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • Active HoltePortalen subscription.

Getting started

  1. For existing users of HoltePortalen you will need an API license added before you can activate the integration, you may use the form behind the Contact Holte green button.
  2. When API license have been added to your user by Holte AS: go to https://smart.holte.no/#/company/super-office/settings or click the Activate the integration
  3. Check „SuperOffice CRM”.
  4. Click „SuperOffice CRM – login”.
  5. After returning to the settings screen, please test the connection using the “Test connection” button.
  6. If the test is successful, please click “Create HoltePortalen tab in projects in SuperOffice CRM”.
  7. Log in into SuperOffice CRM and make a “SO Group” for those users who shall see the Sync.
  8. When going into a project, you should now see an orange button with “Make project” after clicking “HoltePortalen” tab.

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