ClientBase Sync Company Set Up

ClientBase Sync Company Set Up

The ClientBase Sync integration is a synchronization via the TRAMS Central Database that allows you to access your ClientBase ResCards from within your TRIPS account.
ResCards that have been added to a Trip using ClientBase Sync will automatically update in Trip Publisher if edits are made in ClientBase.

How to get started

  1. Have the agency owner complete the ClientBase release form. Please make sure to select Umapped Inc. as the Itinerary Vendor.
  2. The TRIPS Customer Success team will reach out to you once the integration is complete.
  3. Once completed, ClientBase will grant access for you to search and display your Agency ResCards from within your Booking Inbox.
For more information on using ClientBase Sync, click here.

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