Tech Update: If you receive the result below upon connecting to the site, it means you have entered incorrect credentials. If you do not enter the correct login/password in ClientBase before connecting, you cannot create or import a reservation.
***Important Note: You must download the Direct Connect extension for Chrome or Edge before using Direct Connect with Tres. Please click here for instructions on downloading the extension.
Important: Before using the Direct Connect feature, ensure that no other browser tabs are open in the same browser window as your Tres database.
- Click on Direct Connect icon in the Navigation Bar.
- Choose Globus and Cosmos Family Retrieve Existing from the dropdown
- Enter the following details:
- Login ID
- Password
- Confirmation Number
- After clicking on Submit, a new tab will open for the Globus site. If you see this popup below, click on the OK button, then you should see the reservation details.
- Once you see the details, click on the Tres Direct Connect extension.
- Enter your Tres login credentials and click Submit. Then click Find Reservation.
- Tres will detect the reservation you selected
- Enter a Trip Reference.
- This is a free-flow field that you enter that will make sense so you can choose it from a list of all your Direct Connect imported reservations.
- Select Send Reservation to Tres.
- Message should display Reservation sent to Tres.
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In Tres, create and save a new trip or open an existing trip that this new reservation is a part of. Under the Reservations sub folder click Import Reservations.
- Important! If you are creating a trip, you must save the trip before you click Import Reservations and add the reservation to the trip.
- Click on the Booking Type filter and select 'Direct Connect XML'. Click Search. This will generate a pop up displaying all reservations imported into your system that have not been associated with a trip.
- Select the Reservation to import by checking the box on the far left of the reservation.
- Select 'Add Reservation To Trip.
NOTE: If you get the following screen after clicking submit, you have entered incorrect Globus login/password in Tres before connecting: