Key fields contain unique values and are used to identify customers - for example customer numbers. The ID fields (Portatour ID, External ID) can be used together or individually to establish a unique association between imported records and existing customers when importing later for data updating (see Update customers).
Assign external ID
- At Source column, select the column in your source file that contains the unique identifier for your customers.
- Click Next.
What IDs are there in portatour®?
Portatour ID
- Each customer record is automatically assigned a unique Portatour ID when it is created, whether manually or via import.
- It is not possible to change the Portatour ID.
- In the export file of customers, the Portatour IDs of all customers are also output (see Export customers).
- Open the customer detail page of a customer. The form of the URL is https://my.portatour.net/a/Customers/Details/M<PortatourID> . In the example https://my.portatour.net/a/Customers/Details/M4f2ba029f5e14ee09384fb292c1866b8 the Portatour ID is: 4f2ba029f5e14ee09384fb292c1866b8
External ID
- The external ID may be a maximum of 40 characters long. Only letters, numbers and the following special characters are allowed: '-', '_', '{', '}', '.'
- The external ID is case sensitive. I.e. the ID 'ABC123' does not correspond to 'abc123'.
- The external ID guarantees just like the Portatour ID, that no duplicate IDs get into the database of a user.
- Changing the external ID is not possible. I.e. once the external ID is set for a customer, it remains stable and cannot be changed via the user interface nor via import.
- On the customer detail page, the external ID of the customer is displayed in gray on the bottom right of the page.
- Knowing the external ID of a customer you also know the URL of the customer's customer detail page in portatour® . This is https://my.portatour.net/a/Customers/Details/H<ExternalID> . In the example of external ID 'abc123', the URL of the relevant customer is https://my.portatour.net/a/Customers/Details/Habc123 . This allows direct linking of customers into portatour® from your existing system.
- If you already have customers in portatour® and want to add an external ID to them, perform an update import using an existing field (e.g. customer number or Portatour ID) as key and additionally assign the field External ID (see Update customers).
- If you make a mistake while importing the external IDs, it is only possible to remove the external IDs from all records of the user in the Options under Delete data > External IDs.