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American Express Vacations Features
American Express Vacations supports the following Live Connect features if checked:
American Express Vacations for ClientBase Windows
You need to be an American Express agency to use American Express Vacations Live Connect.
- Set Up American Express Vacations (Windows)
- Create New American Express Vacations Reservation (Windows)
- Import Existing Reservation Made Outside of ClientBase (Windows)
- Retrieve an Existing Reservation for Editing or Cancelling (Windows)
Set Up American Express Vacations (Windows)
Step 1) American Express Vacations uses the Travel Impressions Live Connect Provider. Create a new or check that a Live Connect Provider for Travel Impressions exists by going to Utilities|Live Connect Providers, and clicking Add. (Make sure the URL is correct if Provider is present.)
- Provider Name: Enter Travel Impressions.
- URL: https://quest.travimp.com/phase1/agents.html
- Travel Category: Select Tour from the drop-down.
- Import XML from: Select HTML Source.
Step 2) Login setup: User Login Data does not populate in Live Connect so no set up is required.
Step 3) From the profile manager, retrieve the American Express Vacations vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From here click Add and select Travel Impressions from the drop-down list. The vendor code is left blank. Click OK.
Create New American Express Vacations Reservation (Windows)
Step 1) Create a Res Card in ClientBase, enter the Res Card Cycle and Trip Name, and add a reservation. Enter the Vendor (American Express) and Travel Category then click Live Connect.
Step 2) Select American Express Vacations from the drop-down menu by Connect To (if not defaulted), and then click Create New Reservations.
Step 3) Select any customer information to use to book the American Express Vacations reservation. This data is NOT passed to American Express Vacations, but you are able to view it at the top of your booking screen and can highlight it, copy, and paste it into the booking fields to save you time during the booking process. Click Connect.
Step 4) Although still in ClientBase, you are now on-line at the booking site. A page appears which verifies your ARC or CLIA #, User Name, login, and password the first time you sign in (and is pre-populated with this data thereafter).
Create the booking by clicking Make a Reservation with all traveler information (none is passed to site through ClientBase, but you can highlight, copy and paste information at top of screen into booking fields) and when the reservation is confirmed, click Import Reservation at the top of the ClientBase screen. All reservation data booked on-line is now located in the reservation.
Import Existing Reservation Made Outside of ClientBase (Windows)
First, create a new reservation and click Import Existing Reservation. Enter the confirmation number or leave blank. If you have entered a confirmation number, the system automatically retrieves and imports the reservation. If no confirmation number is entered, when in American Express Vacations website, instead of creating a new reservation, go to the retrieve reservation area. Once the reservation details are showing, click Import and the details of the reservation are imported into ClientBase.
Retrieve an Existing Reservation for Editing or Cancelling (Windows)
To edit or cancel an existing reservation using Live Connect, follow these steps:
Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.
Step 2) A dialog box appears. Click Retrieve Reservation.
Step 3) Live Connect launches the booking engine site. Edit or cancel the reservation using instructions supplied by the booking engine, and click Import Reservation. All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.
American Express Vacations for ClientBase Online
You need to be an American Express agency to use American Express Vacations Live Connect.
- Set Up American Express Vacations (Online)
- Create New American Express Vacations Reservation (Online)
- Import Existing Reservation Made Outside of ClientBase (Online)
- Retrieve an Existing Reservation for Editing or Cancelling (Online)
Set Up American Express Vacations (Online)
Step 1) American Express Vacations uses the Travel Impressions Live Connect Provider. Create a new or check that a Live Connect Provider for Travel Impressions exists by going to Tools|Settings|Live Connect Providers and clicking Add. (Make sure the URL is correct if Provider is present.)
- Provider Name: Enter Travel Impressions.
- URL: https://quest.travimp.com/phase1/agents.html
- Travel Category: Select Tour from the drop-down.
- Import XML from: Select HTML Source.
Step 2) User Login Data does not populate in Live Connect so no set up is required, but create a vendor profile in ClientBase if one does not exist. From the profile manager, retrieve the American Express Vacations vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From there, click Add, and select Travel Impressions from the drop-down list. The vendor code is left blank. Save.
Create New American Express Vacations Reservation (Online)
Step 1) Retrieve the desired client profile, create a new Res Card and after entering basic Res Card info, launch Live Connect by clicking Live Connect on the menu bar. (You can also launch Live Connect from the Profile action gear.)
Step 2) Select American Express Vacations from the drop-down menu by Connect To (if not defaulted), and then click Create New Reservations.
Step 3) Select any customer information to use to book the American Express Vacations reservation. This data is NOT passed to American Express Vacations, but you are able to view it at the top of your booking screen and can highlight it, copy, and paste it into the booking fields to save you time during the booking process. Click Connect.
Step 4) Although still in ClientBase, you are now on-line at the booking site. A page appears which verifies your ARC or CLIA #, User Name, login, and password the first time you sign in (and is pre-populated with this data thereafter).
Create the booking by clicking Make a Reservation with all passenger information (none is passed to site through ClientBase, but you can highlight, copy and paste information at top of screen into booking fields) and when the reservation is confirmed, click Import Reservation at the top of the ClientBase screen. All reservation data booked on-line is now located in the reservation.
Import Existing Reservation Made Outside of ClientBase (Online)
First, create a new reservation and click Import Existing Reservation. Enter the confirmation number or leave blank. If you have entered a confirmation number, the system automatically retrieves and imports the reservation. If no confirmation number is entered, when in American Express Vacations website, instead of creating a new reservation, go to the retrieve reservation area. Once the reservation details are showing, click Import and the details of the reservation are imported into ClientBase.
Retrieve an Existing Reservation for Editing or Cancelling (Online)
To edit or cancel an existing reservation using Live Connect, follow these steps:
Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.
Step 2) A dialog box appears. Click Retrieve Reservation.
Step 3) Live Connect launches the booking engine site. Edit or cancel the reservation using instructions supplied by the booking engine, and click Import Reservation. All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.