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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)

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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
Learn more about portatour® for Salesforce

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
Learn more about portatour® for Dynamics

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.
Contact us

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
Contact us

portatour® API

  • The portatour® web app has an HTTPS API for automated data import and export as well as route optimization 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
Find out more about
the portatour® API

portatour® API for Independent Software Vendors (ISV)

  • Are you developing an app for field sales force in sales, marketing or service?
  • Integrate the intelligence of portatour® directly into your mobile app with our RESTful JSON API.
  • Create a new revenue stream. Offer a new, cutting edge feature to your customers.
  • Enhance your field rep app with route planning and dynamic schedule optimization.
  • Visit our product page, get started with our ISV API doc or schedule a meeting with our product specialist.
Learn more about
the portatour® ISV API

More about the topic

Data preparation for automatic route planning: What to do? What to think of?

Synchronize your data with portatour® – easily implemented via many interfaces

portatour® route-planner now also available for Microsoft Dynamics CRM 2015 – with offline-mode for mobile field reps

What are you waiting for? Bring your field force to the 21st century!

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US +1 646-974-6040
GB +44 20 3519 2135
AU +61 3 8592 0520
EU +43 1 2531516-40

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AT +43 1 2531516-40
BE +32 2 896 2949
BR +55 11 4858 4255
CA +1 646-974-6040
CL +56 2 3304 0940
CO +57 1 600 9734
CH +41 44 508 3206
DE +49 69 9719428 40
ES +34 910 92 09 73
FR +33 1 84 67 20 40
IE +44 20 3519 2135
IT +39 068 346 4424
MQ +1 646-974-6040
MX +52 55 7100 2119
NZ +61 3 8592 0520
PR +1 646-974-6040
PT +351 30 880 3495
RE +1 646-974-6040

If you are unable to reach us due to different time zones, please send an email to
moc.ruotatrop@selas.

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Remote access for portatour® Support

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╳
AT +43 1 2531516-40
BE +32 2 896 2949
BR +55 11 4858 4255
CA +1 646-974-6040
CL +56 2 3304 0940
CO +57 1 600 9734
CH +41 44 508 3206
DE +49 69 9719428 40
ES +34 910 92 09 73
FR +33 1 84 67 20 40
IE +44 20 3519 2135
IT +39 068 346 4424
MQ +1 646-974-6040
MX +52 55 7100 2119
NZ +61 3 8592 0520
PR +1 646-974-6040
PT +351 30 880 3495
RE +1 646-974-6040

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