{"id":797,"date":"2016-03-16T13:28:43","date_gmt":"2016-03-16T13:28:43","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/users\/en\/?p=797"},"modified":"2016-03-16T13:28:43","modified_gmt":"2016-03-16T13:28:43","slug":"import-of-call-reports-and-customer-reservations","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2016\/03\/16\/import-of-call-reports-and-customer-reservations\/","title":{"rendered":"Import of call reports and customer reservations"},"content":{"rendered":"

Today’s update expands the import capabilities\u00a0of portatour\u00ae further:\u00a0As of now, an import of call reports<\/strong> and customer reservations<\/strong> is possible from\u00a0Excel-, CSV- or ODS- files.<\/p>\n

Import call reports<\/h2>\n

Use this possibility if you change from another CRM system to portatour\u00ae or if you want to synchronize portatour\u00ae with an existing CRM system. You find the import assistant in the Menu > Options > Section “Data management” > Import data > Reports<\/strong>.<\/p>\n

The tips for the import of appointments<\/a><\/strong> regarding customer reference, external ID, file template, restore points and API also apply\u00a0for the import of call reports. Please read and consider them!<\/p>\n

“Include customers in schedule” via import<\/h2>\n

If you want to include certain customers in the schedule independently of the call interval, portatour\u00ae offers the “reservation” feature.\u00a0In addition to the manual reservation in portatour\u00ae on the customer detail page or via mass editing, it is now possible to create and delete a reservation also via customer import.<\/p>\n

In the customer import assistant<\/strong> on the “Scheduling\u00a0fields” page, the new field “Reservation: Include in schedule”<\/strong> is available which you match with a “Yes”\/”No” column of your import file. This column should specify whether the customer should be included in the schedule via reservation. In addition to “Yes”\/”No”, the values “1”\/”0″ or “true”\/”false” are also allowed. If you leave this field empty for a customer in your import file, the current reservation status of this customer will remain unchanged.<\/p>\n

We wish you a lot of success with the new import possibility and would be happy to hear your\u00a0feedback under\u00a0feedback@portatour.com<\/span><\/a> .<\/p>\n

Hints:<\/em><\/p>\n