{"id":5653,"date":"2020-12-01T07:58:18","date_gmt":"2020-12-01T07:58:18","guid":{"rendered":"https:\/\/www.portatour.com\/blog\/users\/?p=5653"},"modified":"2021-09-22T15:29:30","modified_gmt":"2021-09-22T15:29:30","slug":"import-data-for-multiple-user-accounts-at-once","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2020\/12\/01\/import-data-for-multiple-user-accounts-at-once\/","title":{"rendered":"Import data for multiple user accounts at once"},"content":{"rendered":"

To import customer data into portatour\u00ae, it was previously necessary to split the customer data: one file per representative with their respective customers. These files then had to be uploaded individually. Fortunately this is no longer the case.<\/p>\n

As of this update, it is now also possible to upload a single file with all customers of all representatives. The only important thing is for the file to contain a separate column for each customer with the corresponding representative – either an e-mail address or employee number.<\/p>\n

Here’s how it works:<\/h2>\n
    \n
  1. Open the Options<\/strong> as administrator or supervisor.<\/li>\n
  2. Click Import data <\/strong> in the company-wide section Data management <\/strong>.<\/li>\n
  3. Select from the menu which data you want to import (Customers, Appointments, Tasks, Reports<\/strong>).<\/li>\n
  4. Follow the steps in the import wizard, which you already know from importing data for an individual user (see the online help for more information). If you have already saved an import configuration, you can use it now.<\/li>\n
  5. On the new User Assignment<\/strong> page, select whether to assign customers to users by email or employee number. Note: if you use employee numbers, make sure that they are saved correctly for the individual users in the portatour\u00ae User Management.\"\"\"\"<\/a><\/li>\n
  6. On the new page User Selection<\/strong> check that the users found and the number of rows to be imported are correct.\n