(ClientBase Windows integration is currently in beta. Please email us at firstname.lastname@example.org when you use it to let us know how it works for you.)
*Video version at the bottom*
When setting up your ClientBase Windows account to integrate with Travefy Professional you will first want to follow the steps below:
1. Add a Live Connect Provider
In your ClientBase Windows account, click Utilities on the top toolbar, then choose Live Connect Providers from the drop down menu
Choose Live Connect Providers.
2. Add Travefy's information
Enter the following information as shown below:
Provider Name: Travefy
Travel Category: Miscellaneous
Import XML: HTML Source
4. Press OK
5. Save your Live Connect login details for Travefy
Setup for Live Connect agent logins can be done individually. When Live Connect is launched, the system first looks to see if there is login information at the User Login level, and if not, then asks the user to login at the provider website. Users can set up their own logins by going to Utilities -> My Login ->Live Connect and clicking Add.
Live Connect Provider: Select Travefy from the drop-down list.
User Name/Password: Enter your login email address and password that you have registered with Travefy.
Account Number: Not needed.
Agency Code: Not needed.
As always, if you have any questions, contact us at email@example.com.