ClientBase
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 ...
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. If your ClientBase account ID is linked to your Umapped ...
Clientbase Invoice Upload
If your organization is not set up with ClientBase Sync, you can still import your reservations via ClientBase Invoice Import. ClientBase invoices can be uploaded directly into Trip Publisher or imported via email forwarding. PDF Upload 1. From ...