ClientBase Sync Company Set Up

ClientBase Sync Company Set Up

Umapped's ClientBase Sync integration is a synchronization via the TRAMS Central Database that allows you to access your ClientBase ResCards from within your Umapped account. This integration is available to members subscribed to the Professional Plan.
ResCards added to a Trip using ClientBase Sync will be automatically updated in the Trip Publisher if edits are made in ClientBase.

How to get started

  1. Have a manager/officer of your agency complete the ClientBase release form. Please make sure to select Umapped Inc. as the Itinerary Vendor.
  2. The Umapped Customer Success team will contact you once we've received confirmation from ClientBase and the integration setup 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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