Upon completion of the field assignments you can preview the records that are to be imported. Check if the field contents shown correspond to the column headings.
Values recognized by portatour® as faulty are shown in red, and the reason for the error is displayed. Click With errors to filter the preview for faulty records.
Launch the import process with the Import button.
In course of this process, the imported customers will be located on the map by portatour® ('geo-coding'). Depending on the number of customers that are to be imported, this process may take up to a minute to complete.
Upon completion you will receive a summary that may show errors and warnings (see section Resolve import errors).
The following errors or warnings may occur in the course of the importing process:
- Customers could not be located on the map exactly, or not at all. These customers can be found in the main menu in Geocoding, see section Geo-coding
- Customers with incorrect data values in fields (preview highlighted in red) will still be imported, but the incorrect values will be replaced by the default value or left blank.
- Customers without names are labeled '<no name>'.