ImportCustomers
Imports customers for one or multiple users. The import file must not exceed 100,000 rows or 30 MB in size.
When importing for multiple users and the import only succeeds for a subset of the concerned users, the status code will be 200. In this case details can be found in the response body and will be sent via email.
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https://my.portatour.net/a/api/ImportCustomers?parameters
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| Required URL parameters | |
| mode | Either Insert, UpdateOrInsert, or UpdateOrInsertOrDelete. Controls whether existing customers will be updated or deleted if they are missing in the import file. |
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| Required form parameters | |
| file | The file to import as form value of the POST. Supported file formats are xlsx, xls, ods, csv, simplecsv, or xlsxtable. |
| importConfig | The import configuration file as form value of the POST. More information |
| Optional URL parameters | |
| language | Recommended. Language used for the import. More information |
| userEmail, employeeNumber | Email address or employee number of the user for whom to import customers. Only one may be specified. If you want to import customers for multiple users, omit both parameters and provide a user mapping in importConfig. If you provide one of these parameters and a user mapping, the parameter acts as a filter and only the rows of the user specified in the parameter are imported. |
| delimiter | If uploading a CSV, controls which character is used as delimiter. The default is automatic, supported values are commadelimited, semicolondelimited, tabdelimited, or automatic. |
| encodingName | If uploading a CSV, sets the encoding used to interpret the data. The default is automatic. Some other popular choices are utf-8, utf-16, and Windows-1252. |
| transferMode | Specifies whether customers that are not found in the target user account should be looked up in other accounts and transferred if found. Can be one of None, Copy, or Move. |
| transferIncludesAppointments | If set to true, appointments of transferred customers are included in the transfer. Default is false. |
| transferIncludesTasks | If set to true, tasks of transferred customers are included in the transfer. Default is false. |
| transferIncludesReports | If set to true, reports of transferred customers are included in the transfer. Default is false. |
| transferIncludesCallBlocks | If set to true, call blocks of transferred customers are included in the transfer. Default is false. |
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curl -o result.txt -u admin_username:admin_password
-F file=@customers.xls
-F importConfig=@customers.importcfg
"https://my.portatour.net/a/api/ImportCustomers?language=en-US&userEmail=bob@example.com&mode=Insert"
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Caution: If using curl, don't forget the @-sign in front of the file names
Field Description
You can import the following fields for customers. See importConfig for a description on how to create the import configuration file. For the sake of clarity the fields are grouped like in the UI import. The groups themselves are only for informational purposes and have no bearing on the import configuration file.
As you are not logged in, you don't see custom fields of your organization.