CalDAV calendar Sync - iOS (iPhone & iPad)
Activate the calendar synchronization by adding the CalDAV account we created for you. It allows you to sync events from SpinOffice CRM across your iOS device(s). Follow the steps in the configuration manual below. After you have activated the calendar sync in SpinOffice CRM (menu option Administration -> User Settings -> Synchronization), go through the following steps: On your iPhone / iPad, go to Settings -> Apps -> Calendar -> Calendar Accounts. Click on Add Account and click on Other. Select Add CalDAV Account. The following screen will appear: Fill in the following information: Server: sync.spinoffice-crm.com User name: [enter the email address where you received the activation email] Password: [your SpinOffice login password] Description: for example ‘Business’ or ‘SpinOffice’ Click on Next in the top right corner, and the account is being verified. Enable Calendar and Reminders, and the following screen will appear: We advise you to choose Keep on My iPhone. Click on Save to add the sync account. Now the CalDAV is added as a sync account to your iOS device. All calendar items from SpinOffice will now be shown in the Calendar application. Please define the color from there. To make the SpinOffice calendar the default for new appointments, go to Settings -> Default Calendar and tick the CalDAV account. By default, all calendar items are fetched and not pushed. Manage the fetch schedule on your iOS device via Settings -> Apps -> Calendar -> Accounts -> New data: Scroll down to the bottom to set the fetching period. On Manual, the calendar is only refreshed on your device when you launch the Calendar app. It may take a few minutes to get all items in the calendar, so please do not adjust settings to fast! All changes made here will sync on every device where this CalDAV sync account has been configured. A problem with connecting? If the CalDAV account gives the error ‘CalDAV account verification failed’, read here what you can do.
Modified on Tue, 29 Sep at 5:07 PM
Calling from SpinOffice (Click-to-Dial) does not work
When using the Xelion VoIP integration, and the Click-To-Dial feature gives an error message or does not work, this usually means that the API token needs to be refreshed. Access tokens are used in token-based authentication to allow an application access to an API. Please do the following steps in order to solve the issue: Go to https://apps.smartxps.com/login. Log in with your Xelion credentials. Go to 'Xelion' in the navigation column on the left: Click on 'Update' to refresh the API token: That's it. Please go back to SpinOffice CRM and try Click-To-Dial again. When the issue is still occurring, contact us and we will solve it together with Xelion. Not using the VoIP integration with Xelion yet? Learn more here.
Modified on Wed, 3 Jun at 11:26 AM
Does SpinOffice have an API?
Yes. SpinOffice has an API that you can use free of charge to connect SpinOffice to other software or your own applications. The full documentation is available at api.spinoffice-crm.com. The API itself comes at no cost. If you'd like our developers to build an integration or custom work for you, that additional work is charged at €97.50 per hour. To make such a request, contact us at support@spinoffice-crm.com.
Modified on Wed, 3 Jun at 11:23 AM
How does SpinOffice handle my data?
We place great importance on the security, privacy, and continuity of your data. All of our policies on this are public and gathered in one place: the Policy & Data Protection page. There you'll find, among other things: GDPR and Privacy Policy — which data we process, how we protect it, and what rights you have. Data Processing Agreement — the GDPR-required document between you (the data controller) and us (the data processor). Processors & sub-processors — the external parties that process data on our behalf, such as AWS (hosting), Mollie (payments), and e-Boekhouden (invoicing). Information Security Policy, ISO & certifications — our technical measures; SpinOffice runs on AWS's ISO-certified cloud. Backup and Recovery Policy, Disaster Recovery, and Exit Plan — how we back up, restore, and securely transfer your data if you leave. If you have a specific question about any of these documents, email support@spinoffice-crm.com or call +31 70 3115400.
Modified on Wed, 3 Jun at 10:09 AM
How do I import my data from another CRM?
Switching from another CRM is done in two parts: your contacts and your email history. Transferring your contacts Export your contacts from your old CRM to an Excel or CSV file and import that into SpinOffice. The full steps are described in How do I import a group of contacts?. Almost every CRM can export to Excel, so this works regardless of where you're coming from. Bringing your email history with you You import your existing email correspondence by connecting your email account. When configuring your account, SpinOffice retrieves the full archive of your mailbox, so your earlier correspondence is automatically linked to the right contacts. See How do I add a new email account? for the setup. If you get stuck, or have a large or complex dataset, contact us at support@spinoffice-crm.com. We're happy to think through the best approach with you.
Modified on Wed, 3 Jun at 10:04 AM
How do I import a group of contacts?
Import your business and personal contacts from various sources into SpinOffice CRM. Which sources are available? See the options below. You will find the import options within your Home Dashboard, then within the Recent Contacts widget the hamburger icon, the menu option the Import contacts. The same import options can also be found within the Contacts screen, then the menu option Extra -> Import -> Contacts. All imported contacts instantly end up neatly in your contact list. Apple Contacts This option is available for Mac users only. Once you click on the button, SpinOffice imports all your contacts including their contact details. On the mobile iOS app, the option is in the right top corner. Apple Contacts At the touch of a button all contacts, including contact details, addresses, and notes are imported into your CRM. You connect your Office 365 account once and SpinOffice does the rest! All your contacts from Office 365 instantly end up neatly in your contact list. Excel Select the option ‘.CSV, .XLS or.XSLX format’ and upload your data file from your local computer. You only have to make a match between the data from the Excel columns and the proper field in SpinOffice. SpinOffice helps you as much as possible in this process. This way we make it a simple and convenient step. Please define also the Contact type. If not defined they will all get the contact type 'Import' in SpinOffice. It is possible to mass change this afterward in case it should be different. Note: Use for import of the country field into SpinOffice the two-letter ISO country code in your Excel file. For a complete list of all codes: https://countrycode.org.
Modified on Wed, 3 Jun at 10:04 AM
