SuperOffice CRM Professionals

Experienced experts in SuperOffice CRM - those primarily responsible for the setup, configuration, maintenance of SuperOffice in an organization, as well as those responsible for the implementation of applications or integrations, or provide consultancy services as to how an integration should be implemented using current industry standards.

LATEST FORUM POSTS

Technical blog posts

Consultant access to customer tenants – available in the Developer Portal

Did you know that SuperOffice partners and consultants can now request  temporary access to customer tenants—directly from the Developer Portal? 🔐 What Is Consultant Access? Consultant access is a secure and streamlined way for SuperOffice partners and consultants to gain temporary access to a customer’s SuperOffice tenant—without the customer needing to manually assign a user in Admin. Here’s how it works: 🔑 The access request is made  as the logged-in user , identified uniquely by their  SuperID key . This ensures secure and traceable access. ⚡ The request is sent  instantly to the customer’s selected contact persons for approval— no manual processing by our operations team. 🕒 The customer decides how long  the consultant should have access, and the system automatically assigns a  temporary user plan for the approved duration. ✅ You can only request access to customers who have approved one or more of your partner apps . 👥 Managing Users in Your Partner Account Want others in your organization to see which tenants are available? You can add more users to your partner account in the Developer Portal. These users can be given  read-only rights , allowing them to use the “Request Consultant Access” button under tenants without making other changes.   📺 Check out this video to see how it works:  Watch on YouTube

Margrethe Romnes
22-08-2025
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Developer Portal - 2.4 Release

Hello, Developer Portal users! We’re excited to bring you our latest release, packed with fixes and enhancements designed to make your experience smoother and more efficient   In this release we mainly worked on several backend improvements to streamline onboarding workflows . We also worked on enhancing metrics display.  The Application Metrics section now accurately reflects sample counts. We've refined how these counts are calculated and shown, so metrics are clearer and more reliable.   As usual we have squashed various bugs and rolled out key security improvements to keep your development environment stable and safe.   Last but not least, We resolved a frustrating bug that prevented users from logging out successfully. You can now sign out smoothly without any issues.   Thank you for your continued feedback and support. ~ Developer Portal Team

Chamal Asela Perera
14-08-2025
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Developer Portal - 2.3 Release

Hello, SuperOffice Developers!   We are ready with another release of SuperOffice Developer Portal.   Enhanced way to manager pending publish requests before creating new version   When a partner attempts to create a new version while a previous version is still in a pending publish state, the system now prompts them with the option to cancel the existing request.     Selecting " Yes " automatically cancels the current pending publish, opens the version for editing, and posts a message "partner revoked publish" on the relevant publish ticket. This will open up the configuration or app store information/partner profile so you can make additional changes to this version before you request publish again.   Selecting " No " proceeds to create a new version as usual.   As always, we’ve done a number of bug fixes and security enhancements to improve your experience.     Thank you for using the SuperOffice Developer Portal .  

Chamal Asela Perera
26-06-2025
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Spring API and SDK updates

Hello friends!   We have a few announcements and know that all of you will get at least one interesting takeaway from this update! Integration services The first announcement is a little old, but with the latest marketing push to promote more ERP integrations with SuperOffice, its timely to announce our recent refresh of the integration services SDK. This is a GitHub repo that provides sample code for .NET8 web service for hosting a QuoteConnector and ERPConnector endpoints for SuperOffice.   https://github.com/SuperOffice/integration-services   The key components are:   * ConnectorService (.net8) : A wrapper exposing services for the QuoteConnector, using CoreWCF for .NET Core support. * Uses EPPLUS: Utilized for reading/writing Excel files, with a non-commercial license for this sample. * QuoteConnectorWS & ERPConnectorWS: WCF services handling requests and responses for SuperOffice. * ERPConnector (netstandard2.0) * QuoteConnector (netstandard2.0)   What's new about this project? First off it is .NET Minimalistic API: Handles reading/writing Excel files and allows uploading/downloading templates. Read more about it on GitHub.  Video meeting reservations (version 11)  We are very happy to announce a new capability that allows integrations to create video meetings! This enhancement introduces video meeting reservations as distinct business objects, separate from appointment entities. However, the management of these reservations is conveniently located under the Appointment Agent endpoint. Key Endpoints: AppointmentAgent.CreateVideoMeetingReservation AppointmentAgent.DeleteVideoMeetingReservation It's crucial to understand the separation of concerns between appointments and video meetings. Appointments and video meeting reservations are created and persisted independently. This distinction is evident in the SuperOffice client: Creating Appointments: When you create an appointment, it does not need to be saved before you click the video meeting icon to create a video meeting reservation and link it to the appointment. Managing Reservations: You can open an existing appointment and create or remove a video meeting reservation associated with it. The response from the Video Meeting Reservation contains the join URL, which must be added to or removed from the Appointment Entity JoinVideoMeetingUrl property. This new feature streamlines the process of managing video meetings, making it easier and more efficient for partners to integrate video conferencing into their workflows. Enhanced efficiency with webhook FieldValues (version 11) We are excited to announce webhook FieldValues , designed to optimize the efficiency of your integrations. This update introduces a new property called FieldValues in most webhook payloads. Key Features: FieldValues Property: This key-value pair object contains non-sensitive data about the data record, allowing your integrations to determine if additional requests to SuperOffice are necessary. Reduced Requests: By leveraging FieldValues, you can minimize unnecessary data retrieval, saving resources and improving performance. Practical Example:   Consider a subscription to contact.created. You may only need more information about the contact if business_idx equals 2. With FieldValues, you can avoid making redundant requests to fetch a ContactEntity unless this condition is met.   This enhancement streamlines your workflow, ensuring that your applications run more efficiently by reducing the number of unnecessary requests.   That's all for now We think these are some useful updates that you can start testing now in your development environments, and we looking forward to bring you more value to the API's in the near future! Till then, happy coding!  

Tony Yates
14-05-2025
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Developer Portal - 2.2 Release

Hello, SuperOffice Developers!   We are ready with another release of SuperOffice Developer Portal. Adding a new widget for Partners ‘Publish status’ widget In this release, we’ve introduced a new Publish status widget , designed to provide partners with real-time visibility into the status of any app version. This includes details such as application configuration and partner profile information. The widget helps streamline the deployment workflow by making it easier to track version states at a glance. This enhancement is now available for all partner users.   For the apps created before we had the developer portal you may have a version called "Imported". This version may not have been published to all our environments   ( SOD, Stage and Production. ) For this reason you may see them shown in the new widget like this saying it's not started in SOD and/or Stage. If you notice these, please use the Contact us form you find under Support in the developer portal and notify u s , we will fix it for you.   We would like to hear your feedback about this widget. Feel free to share your feedback on this.   As always, we’ve done a number of bug fixes and security enhancements to improve your experience.     Thank you for using the SuperOffice Developer Portal .  

Chamal Asela Perera
14-05-2025
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