Using ClientBase Sync

Using ClientBase Sync

If your company has set up the ClientBase Sync integration, you can add ResCards to your Trips within the Trip Publisher.

Importing Your ResCard

1. From the Dashboard, click Booking Inbox.
  1. Search by keyword (e.g. ResCard number, passenger name), select ClientBase from the Source drop-down and click Search.


2. Locate the ResCard(s) you want to add and click the Options icon to the right.

3. Select Add to Trip to add to an existing Trip, or Create Trip to create a new Trip which includes these bookings.
  1. If you are accessing the Booking Inbox from within a Trip, clicking Add to Trip will add the bookings to your current Trip.

Updates to your ResCards

This live integration will automatically override existing bookings whenever a change/update is made in your ResCard. We suggest adding additional booking information/descriptions using a Note segment to avoid these edits being overwritten when updates are synced. 
Changes made to a ResCard created more than six months ago during the sync will not be synced in your Trip.

Sync Time and Duration

TRIPS syncs to the TRAMS Central Database six times a day. Please allow up to three to four hours for your ResCards to be available/updated in the Trip Publisher to account for the TRIPS sync and your company's sync frequency.

Reservation and Service Provider Imports

Each Reservation in a ResCard can have multiple Service Providers.
All Service Provider types in Tour Reservations and Cruise Reservations will import/sync.
Only the Service Provider that matches the Reservation type will import/sync for all other Reservation types.
Example: Only Rail Service Provider types will sync in a Rail Reservation. In the screenshot below, the Hotel will not sync.


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