(ClientBase Windows integration is currently in beta. Please email us at professional@travefy.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:

  1. 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
URL: https://travefy.com/api/itinerary/ClientBaseWebhook
Travel Category: Miscellaneous
Import XML: HTML Source

4. Press OK and you are all set!

Watch a video on how to send ResCard details to Travefy via Live Connect.

As always, if you have any questions, contact us at professional@travefy.com.

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