The following update is interesting for the IT administrators of all those companies who synchronize portatour\u00ae Anywhere with their existing ERP\/CRM system via the API.<\/p>\n
In addition to the “Portatour ID”, which is assigned automatically to each customer record\u00a0by portatour\u00ae, you can now add an “External ID<\/strong>” to each customer. Typically, you will use the customer record ID from you existing ERP\/CRM system.<\/p>\n The ID fields (Portatour ID, External ID) can be used together or individually in order to enable a clear assignment of imported data records to existing customers during subsequent data update imports. Of course you can still use custom fields<\/strong> as keys for data update imports. However, using the new field “External ID” offers the following differences<\/strong>:<\/p>\n We recommend to import a customer’s “External ID” immediately during the first import. To do so, simply assign\u00a0the respective field in the import assistant.<\/p>\n In case you already have customers in portatour\u00ae and want to add an “External ID”, then carry out an “update import” during which you use an existing field (e.g. customer number or Portatour ID) as a key field and at the same time allocate the field “External ID”.<\/p>\n Be careful when allocating “External IDs” as they cannot be changed retrospectively. In case you make a mistake, you can only go to “Options” and select\u00a0“Delete data > External ID” and thus remove the “External IDs” from all the data records of the user.<\/p>\n You decide whether you want to use the “External ID” or not. The “External ID” offers a stricter handling of keys. A preview of the coming portatour\u00ae updates makes the use of the “External ID” highly attractive though: We are currently working on the possibility to import appointments<\/strong>. The “External ID” will make it easy to implement the relation between\u00a0appointments and\u00a0customers.<\/p>\n","protected":false},"excerpt":{"rendered":" The following update is interesting for the IT administrators of all those companies who synchronize portatour\u00ae Anywhere with their existing ERP\/CRM system via the API. In addition to the “Portatour ID”, which is assigned automatically to each customer record\u00a0by portatour\u00ae, you can now add an “External ID” to each customer. Typically, you will use the […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-724","post","type-post","status-publish","format-standard","hentry","category-anywhere-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n
Conclusion<\/h3>\n