CRMs + Integrations

View all of Travefy's support documentation on 3rd party integrations and CRMs that connect with Travefy.

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15 articles in this collection
Written by David Chait, Scott Rutz, Stephanie Gries and 2 others

Exporting an Avanti Destinations Itinerary to Travefy

How to send an Avanti Destinations booking from Agent Portal to a Travefy Itinerary

Written by David Chait
Updated over a week ago

How To Enable Your Viator Integration

Learn how to enable the Viator integration function in your Travefy account.

Written by Kendra Rader
Updated this week

How to integrate your ClientBase account with Travefy

Integrating your ClientBase (CBO or CBW) account with your Travefy account

Written by Stephanie Gries
Updated over a week ago

Can I bulk import content to my Library?

Travefy offers a one-time import of your content/data to your Library via CSV file import.

Written by Scott Rutz
Updated over a week ago

How do I connect my Travefy account with VacationCRM?

Written by Haley Hofer
Updated over a week ago

CSV Formatting: Importing Events to your Library

Follow these instructions/steps to format your CSV file correctly for import into your Travefy Library.

Written by Scott Rutz
Updated over a week ago

CSV Formatting: Importing Places and Content to your Library

Follow these instructions/steps to format your CSV file correctly to import Places or Content into your Travefy Library.

Written by Scott Rutz
Updated over a week ago

How to set up Travefy as a LiveConnect provider on ClientBase Online

Setting up Travefy's LiveConnect Provider on CBO.

Written by Stephanie Gries
Updated over a week ago

Does Travefy Integrate with VacationCRM?

Written by Haley Hofer
Updated over a week ago

Does Travefy integrate with Tourplan?

Import quotes and itineraries from the Tourplan tour operator / DMC software into Travefy.

Written by Scott Rutz
Updated over a week ago

How to save Live Connect Logins on ClientBase Online

Saving CBO Live Connect Logins

Written by Stephanie Gries
Updated over a week ago

How do I send Res Cards from ClientBase Windows to my Travefy account?

Written by Stephanie Gries
Updated over a week ago

Sending a ResCard from ClientBase Online

How to send a ResCard from ClientBase Online (CBO)

Written by Stephanie Gries
Updated over a week ago

How do I connect my ClientBase Windows Account to Travefy?

Written by Stephanie Gries
Updated over a week ago

What CRM's and third party systems does Travefy integrate with?

Written by Haley Hofer
Updated over a week ago