Integrations
How to best connect with portatour®
The portatour® route planning app offers a manual data import and can be integrated with the CRM of your choice as well. No matter what your "data situation" looks like, portatour® provides an easy and suitable solution for you to have the needed information available in your route planning software.
Manual import (Excel/CSV)
- All you need for route optimization is an Excel, CSV, or ODS file with your customer data
- Read our article on Data preparation for automatic route planning to learn what columns are recommended to have in your file
- This 5 minute tutorial video shows you every step: getting a trial account, importing customers, calculating a route
Salesforce
- Integrate the portatour® route planning app seamlessly with Salesforce and Force.com applications
- Plan optimized routes to your existing Salesforce accounts, contacts, leads and appointments
- The installation in your Salesforce organization via Salesforce AppExchange can be done in less than 15 minutes
- Your administrator can make all necessary adjustments on the first day
Dynamics CRM
- Integrate the portatour® route planning solution with your on-premise or on-demand versions of Microsoft Dynamics CRM (2016, 365)
- Your existing accounts, contacts, leads and appointments are synchronized to portatour®, changes are written back to Dynamics CRM
- Within 15 minutes, your administrator has installed the solution
- Users plan routes and report calls with the portatour® Anywhere web app on any device
Veeva CRM
- portatour® Veeva CRM Connector is an off-the-shelf software which is installed as a managed solution in your Veeva CRM Organization.
- Accounts, office best times, cycle plans, and saved calls are considered when portatour® automatically creates an optimized schedule
- Pharma reps see and use the optimized schedule within Veeva CRM Mobile
- You benefit from the "magic portatour® calendar" helping to meet cycle plans and keeping track of all your customers. Watch 10-minute demo video.
More CRM/ERP systems
- Whichever ERP/CRM system you use, synchronize your customers, appointments, reports, tasks, and users with portatour® using Excel or CSV files
- Configure our API data exchange PowerShell scripts for regular automatic import and export
- As part of a Data Check and Data Exchange Workshop, we are happy to help you integrate portatour® into your IT landscape
- API access is included in all company accounts, available as of two field rep licenses
portatour® API
- portatour® includes a HTTPS API for automated data import and export and route-optmization for your specific use case
- Call functions directly from the development environment of your CRM/ERP system or programming language
- Find the documentation in our API Manual and get answers to your questions and hands-on training by our API support team in an API Developer Workshop
- API access is included in all company accounts, available as of two field rep licenses
portatour® ISV API
- Integrate the intelligence of portatour® directly into your mobile app with our RESTful JSON API.
- Enhance your field rep app with route planning and dynamic schedule optimization.
- Create a new revenue stream. Offer a new, cutting edge feature to your customers.
- Visit our product page, get started with our ISV API doc or schedule a meeting with our product specialist.
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