Good news for all companies who are using portatour® Anywhere and want to import and export their data regularly. Read on if you have 2 users or more and your data’s origin is not in an already supported system (Outlook, Salesforce, Dynamics CRM, Connector).
Using the new portatour API (“Application Programming Interface”), you can make automated data exchange with other systems quick and easy.
At this time, the API supports four methods:
- Customer import (creating new customers and updating existing records)
- Customer export
- Appointment export
- Call report export
By providing these methods, the API mirrors the import/export functionality that is available in the user interface of portatour® Anywhere.
The API (and the documentation) is available for companies with 2 or more user accounts and only visible to users with administration rights. You can find the documentation in the portatour® Anywhere menu-item Options, below Organization when you click API. The documentation is in English and written for IT-administrators and programmers.
Data-import and -export is file-based. You can upload and download Excel, CSV or ODS files using HTTPS GET and POST requests, which you can run using the free open-source tool cURL (http://curl.haxx.se/) on any operating system on the command line. Automating these operations is easy using a batch file or shell script.
We wish you a great time automating and are looking forward to your feedback which you can send to feedback@portatour.com.