1. Getting started with SpinOffice
Welcome to SpinOffice! This article explains how to get started and which steps to take first. Prefer to watch? The video below shows you where everything is in 5 minutes (in Dutch). 1.1 Logging in You can use SpinOffice in your browser, in the desktop version for Windows and Mac, and in the SpinOffice app. Your data is stored securely in the cloud, so you see the same database everywhere. Web version: log in at cloud.spinoffice-crm.com. Desktop version:download SpinOffice for Windows or Mac and log in with the same account. App: download the SpinOffice app from the App Store or Google Play. 1.2 The Home dashboard After logging in, you land on the Home dashboard: an overview of what's going on and what you need to do today. It shows your recent contacts, your calendar, your current tasks and your registered time. Use the gear icon in the top right to add more blocks. If you're just getting started, your dashboard will still be empty. The steps below help you set up your account quickly. 1.3 Your first steps Connect your email account(s) Go to your Inbox and click Add email account. Choose Microsoft 365, Gmail or another email account. Your emails will then arrive in SpinOffice and are automatically linked to the contact with the same email address. Do you use several addresses, such as info@ and your own address? Add them all. Import your contacts In the main menu at the top left, choose Import → Contacts. You can import a CSV, XLS or XLSX file, for example an export from Outlook, Google, LinkedIn or your previous CRM. Connect your calendar Do you use Outlook? Then your SpinOffice calendar syncs both ways with Microsoft 365. You can connect the calendar on your phone through Microsoft 365 or CalDAV. Add your colleagues In the main menu, choose Add user. Each colleague gets their own login details, and you work together in the same database, with shared contacts, tasks and calendars. You decide what each person can see and do under Admin → User settings → Rights. Review your settings Check in Admin which contact types, fields and labels you want to use. That way SpinOffice fits the way you work right from the start. Need help? We're happy to help you set up your account. Call +31 70 311 54 00, send a WhatsApp message to +31 70 311 54 03 or email support@spinoffice-crm.com.
Modified on Fri, 16 Oct at 4:24 PM
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
