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Portatour and Haufe X360 Integration preview

Portatour and Haufe X360 Integration

Kept customers and visit appointments aligned between Portatour and Haufe X360 with safe import/export pipelines.

C#ASPXHaufe X360Portatour APIRESTMicrosoft SQL Server
Case narrative

Problem

Scheduling and ERP data drifted between Portatour and Haufe X360, creating integrity issues.

Solution

Built a bidirectional sync with careful upserts, deltas, and validation around master data.

Impact

Kept routes and ERP data aligned so teams could trust scheduling.

Highlights
  • Exported customers from X360 to Portatour with clean upserts.
  • Imported visit appointments from Portatour deltas back into X360.
  • Aligned master data and referential integrity to avoid orphan records.
Build path
1

Model the sync

Mapped master data across Portatour and X360 so records matched on either side.

2

Export and upsert

Shipped customer exports with safe upsert logic into Portatour.

3

Import visits

Ingested visit deltas from Portatour and preserved referential integrity in X360.

Stack
C#ASPXHaufe X360Portatour APIRESTMicrosoft SQL Server
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