CRMs + Integrations

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

Scott Rutz avatar Stephanie Gries avatar Haley Hofer avatar
13 articles in this collection
Written by Scott Rutz, Stephanie Gries, and Haley Hofer

How to integrate your ClientBase account with Travefy

Integrating your ClientBase (CBO or CBW) account with your Travefy account
Stephanie Gries avatar
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.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

How do I connect my Travefy account with VacationCRM?

Haley Hofer avatar
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.
Scott Rutz avatar
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.
Scott Rutz avatar
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.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Does Travefy Integrate with VacationCRM?

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Does Travefy integrate with Tourplan?

Import quotes and itineraries from the Tourplan tour operator software into Travefy.
Scott Rutz avatar
Written by Scott Rutz
Updated over a week ago

How to save Live Connect Logins on ClientBase Online

Saving CBO Live Connect Logins
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

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

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Sending a ResCard from ClientBase Online

How to send a ResCard from ClientBase Online (CBO)
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How do I connect my ClientBase Windows Account to Travefy?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

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

Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago