A guide on how to integrate SuperOffice with Plecto.

Last updated: Aug. 23, 2022

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. Read more about Expander Services.

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
Technical details

Visit our SuperOffice integration page to find more detailed information about the data types, their update frequencies, custom field support, and more.

  1. Go to Data management > Data sources > + New data source > SuperOffice.
  2. Click Next and log in to your SuperOffice account.
  3. Click I approve to give Plecto access to your data.
  4. Select the data types you want to import to Plecto.
  5. (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.
  6. Click Next to continue and import your data.

To help you get started, Plecto imports a month's worth of data automatically. If you want to import more data, open your data source settings and click Import more data. For more help, follow this guide: Manual Refresh and Import of Data.

Start building your dashboards and KPIs

Go to Visualization > Dashboards > + New dashboard and start building your SuperOffice KPIs. If you want to learn more, go to Create a Dashboard or How to Build a Formula.

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