(ClientBase Windows integration is currently in beta. Please email us at email@example.com when you use it to let you 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:
- In your account, click Utilities on the top toolbar, then choose Live Connect Providers from the drop down menu
2. Click Add.
3. Enter the following information as shown below:
Provider Name: Travefy
Travel Category: Miscellaneous
Import XML: HTML Source
4. Press OK and you are all set!
As always, if you have any questions, contact us at firstname.lastname@example.org.