Choose the import mode that suits your situation:
- Create customers: A new customer is created for each record. Existing customers remain unchanged. Select this option for the initial import.
- Update customers: Update individual fields of existing customers. New customers are created or restored from the recycle bin if necessary (see also Update customers).
- Update customers incl. deletion: Update individual fields of existing customers. New customers will be created or restored from the recycle bin if necessary. All customers that are not included in the import file are moved to the recycle bin (see also Delete customer). 'My Places' (see My Places) will be preserved in any case. Use this mode in order to adjust the portatour® database exactly to that of your CRM/ERP system (see also Update customers).