Connect onOffice CRM with BOTTIMMO
Basic setup of the BOTTIMMO interface
The BOTTIMMO interface is activated via the onOffice Marketplace. Follow these steps to successfully activate the interface:
- 🛍️ Open the onOffice Marketplace
Log in to your onOffice account and open the Marketplace.
- 🔎 Find BOTTIMMO
Enter ‘BOTTIMMO’ in the Marketplace search bar.
- ✔ Start activation
Click on the BOTTIMMO tile labelled ‘Interface’ and select ‘Activate
- ⚖️ Confirm terms and conditions and privacy policy
A pop-up window will open. Confirm the General Terms and Conditions (GTC) and the Data Processing Agreement (DPA).
- ➡️ Continue to activation
Click on ‘Continue to activation’ to proceed.
- 👨🏻💻 Activate user rights
Select the desired user rights. The API key for the connection will then be generated.
- 🔑 Insert API key
Copy the API key displayed and paste it into the corresponding field.
- ☑️ Complete activation
Finally, click on ‘Activate’.
- 📨 Check emails
Once step 8 is complete, an email will be sent to the BOTTIMMO account owner.
This email will have the subject line ‘Complete linking of onOffice with BOTTIMMO’ and contain a button labelled ‘Complete linking’.
- 🏁 Complete linking
Click on the ‘Complete link’ button. You will be redirected to BOTTIMMO, where you can configure the desired synchronisation settings and complete the setup.
✅ You have now successfully set up the BOTTIMMO interface. 🎉
Video: Step-by-step setup guide
Since two extensive systems are being connected, a few steps are unavoidable. Our video shows everything again in detail:
Synchronisation options
Synchronisation onOffice → BOTTIMMO
After successful connection, no data is transferred between the two systems for security reasons. The first step is an initial contact synchronisation from onOffice to BOTTIMMO.
After this initial synchronisation, new contacts are synchronised regularly and automatically from onOffice to BOTTIMMO.
How does the data get back to onOffice?
You can choose between automatic and manual synchronisation.
Automatic
All changes to contacts in BOTTIMMO and all new contacts generated via BOTTIMMO are automatically imported into onOffice.
Manual
No data is automatically transferred back to onOffice. Each contact can be synchronised individually (on the contact details page) to onOffice. This means more manual effort, but also allows for more data control. This is what the function looks like on the contact details page. It is located in the left-hand column:
Which contacts are synchronised?
In onOffice, each contact can be assigned to a so-called ‘contact type’. In the BOTTIMMO app settings, each customer can select which contact types should be synchronised and which should not.
ℹ️ Note: If you do not maintain the contact types, you can simply select ‘all contacts’ or ‘contacts without contact type’ in the app settings.
⚠️ Caution: Only contacts with onOffice GDPR status ‘Storage agreed’ will be synchronised.
A corresponding note appears in the settings of the BOTTIMMO app. Why? The BOTTIMMO system is purely about contacting contacts. If permission has not been granted, you cannot legally work with this contact in the BOTTIMMO system.
How do I find the contacts newly generated in BOTTIMMO in onOffice?
In the list of your contacts in onOffice, there is a column called ‘Contact origin’. There you can identify the relevant contacts by the entry ‘BOTTIMMO’:
Can I stop the synchronisation again?
Yes, at any time: Click on the corresponding button in the BOTTIMMO CRM settings at the bottom right, and you're done.
What happens when synchronisation is stopped?
From that moment on, no more data will be transferred between onOffice and BOTTIMMO. Synchronisation can be stopped and restarted at any time with a single click.