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CRMs + Integrations

CRMs + Integrations

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

David Chait avatar Scott Rutz avatar Stephanie Gries avatar +1
14 articles in this collection
Written by David Chait, Scott Rutz, Stephanie Gries and 1 other

Exporting an Avanti Destinations Itinerary to Travefy

How to send an Avanti Destinations booking from Agent Portal to a Travefy Itinerary
David Chait avatar
Written by David Chait
Updated over a week ago

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