{"id":1773,"date":"2017-08-01T15:41:17","date_gmt":"2017-08-01T15:41:17","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/?p=1773\/"},"modified":"2025-10-07T08:04:00","modified_gmt":"2025-10-07T08:04:00","slug":"synchronize-your-data-with-portatour-easily-implemented-via-many-interfaces","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/en\/synchronize-your-data-with-portatour-easily-implemented-via-many-interfaces\/","title":{"rendered":"Synchronize your data with portatour\u00ae for smart route planning"},"content":{"rendered":"

Are you wondering how you can use your existing data in portatour\u00ae for route planning<\/a>? The following article spells out the various interfaces and functions that you can use to import and export your data to and from portatour\u00ae.<\/p>\n

Manual Synchronization via Excel\/CSV<\/h2>\n\n\n\n
Are your data available in Excel or CSV? A wizard<\/strong> guides you step-by-step through the process of importing customers<\/strong>, appointments<\/strong>, reports<\/strong>, and users<\/strong>. Later on, you can update existing data in portatour\u00ae by re-importing. All data can also be exported at any time as an Excel or CSV file.<\/td>\n\"\"<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Automatic Synchronization with your CRM\/ERP<\/h2>\n\n\n\n
If your customer data is managed in a CRM\/ERP system<\/strong> or in a mobile field service app<\/strong>, simply use the multiple import\/export and automation functions of the portatour\u00ae API<\/strong>. Either your system provides data on a regular basis as Excel or CSV files, or you call the portatour\u00ae API via HTTPS directly from the programming environment of your CRM\/ERP. Through regular – e.g. nightly synchronizations, the field service always has current customer data and management has access to all current call reports.<\/td>\n\"portatour\u00ae<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Automatic Synchronization with Salesforce<\/h2>\n\n\n\n
Are your customer data stored in Salesforce? Then use portatour\u00ae Salesforce Connector <\/strong>to synchronize your accounts, leads, contacts, appointments, call reports, and users with the corresponding data in Salesforce.<\/td>\n\"\"<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Automatic Synchronization with Microsoft Dynamics CRM<\/h2>\n\n\n\n
Do you use Microsoft Dynamics CRM? With portatour\u00ae for Microsoft Dynamics CRM<\/strong>, you can synchronize your accounts, leads, contacts, appointments, call reports and users with portatour\u00ae. The installation package<\/a><\/strong> is available on-premise and on-demand for Dynamics CRM 2011, 2013, 2015 and 2016.<\/td>\n\"\"<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Automatic synchronization with Veeva CRM<\/h2>\n\n\n\n
Do you manage your customer data in Veeva CRM? With the portatour\u00ae Veeva CRM Connector<\/strong>, data from Accounts, Office Best Times, Cycle Plans and Saved Calls are used to automatically create schedules. The portatour\u00ae Veeva CRM Connector is installed as a managed solution in your Veeva CRM organization. Contact us<\/a> for a quote.<\/td>\n\"\"<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Calendar Sharing and Subscription via iCal<\/h2>\n\n\n\n
Do you want to see your schedule or your call reports in your calendar? With iCal calendar sharing<\/strong>, you simply subscribe to the portatour\u00ae feed and then see it in Outlook<\/strong>, Google Calendar<\/strong> or on Android<\/strong> or iOS smartphones and tablets<\/strong>. This can be subscribed to centrally by the field service, as well as the back office and management<\/strong>.<\/td>\niCal<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Subscribe to the OData Feed for Excel Data Analysis<\/h2>\n\n\n\n
Do you want to analyze the customer and call data of your sales representatives in Excel or other business intelligence (BI) system, as tables, charts, pivot tables<\/strong> or on a map<\/strong>? portatour\u00ae provides an easy way to import and subscribe to such data in Excel with the OData feed. For example, it is possible to display call reports on a map via the OData interface<\/a>. You set up the analyses once according to your needs \u2013 updates are then done at the press of a button<\/strong> in Excel. This means that your analyses and statistics are always up to date in Excel and you do not have to manually download any data.<\/td>\n\"\"<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Application Programming Interface<\/h2>\n\n\n\n
Do you already have a mobile field service app in use<\/strong>, in which users have access to customer data and a separate calendar? Do you want to have optimized routes<\/a> within this existing environment<\/strong>? Use the extended functions of the portatour\u00ae application programming interface (API) to leverage the intelligent route planning of portatour\u00ae.<\/td>\n\"portatour\u00ae<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

We help you with the decision and implementation<\/h2>\n

Are you undecided as to which variant is best for your particular scenario? Contact us at sales@portatour.com<\/a> \u2013 we are always happy to help!<\/p>\n

During implementation, we are available to assist you through Setup Workshops<\/a> and API Workshops<\/a>.<\/p>\n

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Practical Example: Linking any CRM to portatour\u00ae<\/h2>\n

What you need:<\/h4>\n