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It is important that your CRM/ERP system meets the specific requirements and standards of your company.
No matter which CRM/ERP system you use - if it can export and import Excel or CSV files, then you can synchronize your customers, appointments, reports, tasks, and users with portatour®.
- For regular automated import and export of your data, all you need to do is configure our API PowerShell scripts for data exchange.
- After successfully completing the Setup Workshop, we will be happy to help you integrate portatour® into your IT landscape as part of the Data Import-Export Workshop.
- The API connection is included in every company account and is available from two field service licenses.
Further integration options, e.g. in Dynamics 365, can be found at Integrations.