Umapped integrates bookings from ClientBase by extracting booking details from the ClientBase invoice report (Invoice/Email Parsing)


There are 2 ways to import from ClientBase:

A. Invoice PDF Upload

B. Email directly from ClientBase to Umapped


A. Invoice PDF Upload


1. From Step 2: Itineraryselect Import From ClientBase from the Import Bookings drop-down menu.


2. Choose your ClientBase invoice PDF file that is saved on your computer.


3. Ensure ClientBase Invoice is selected from the PDF Type drop-down menu.


4. Click Upload.



B. Email directly from ClientBase into Umapped


The steps below provide an overview of how to email your ResCard data into Umapped:


1. Locate your Umapped email API address

  • Log into your Umapped account
  • Click on your initials in the top right of the screen and then on 'My Profile'
  • Scroll down and copy your Umapped API email address at the bottom of the page
We recommend saving your Umapped email API address in your address book for easy reference with a name you will easily remember (e.g. Umapped email API).




2. From ClientBase, go to your ResCard and select the invoice to be emailed


  • For a new trip in Umapped: the subject line of your email from ClientBase will be used to generate the new Trip Name. 
  • For an existing trip: match the subject line of your ClientBase email to your existing Umapped Trip name. 
If you do not successfully match the name of the trip, a duplicate will be created and you'll be able to merge the trips together in Umapped.


    

3. Finding your Bookings/Documents in Umapped 


The content will be attached or processed under a Pending Trip Itinerary, which you can find under your Dashboard or by searching the Trip Name.


  • Booking details will automatically be processed under Step 2: Itinerary. Note that ClientBase must include all the data for Umapped required fields (e.g. Flight data must include the flight number and times, Hotel data must include check-in and check-out dates, etc.)
  • The original invoice will also be attached under Step 3: Documents. You can choose to leave the invoice or delete it.

Please note, if bookings are re-imported to a trip, the information that was previously imported will be updated. For this reason, we suggest adding additional itinerary and booking information/descriptions using the Add Content feature to avoid losing any information or content that was previously added to the bookings.

If you need further assistance or have additional questions please contact support@umapped.com