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Live Connect Features Supported by Avanti Destinations
Avanti Destinations for ClientBase Windows
Avanti Destinations for ClientBase Online
Live Connect Features Supported by Avanti Destinations
Avanti Destinations supports the following Live Connect features if checked:
Avanti Destinations for ClientBase Windows
If you are not currently registered to book with Avanti Destinations, go to www.avantidestinations.com to register as an agent or agency. On the homepage, click Agent Resources for registration links and information.
Set Up Avanti Destinations (Windows)
Upon receiving login information, take the following steps to setup ClientBase for Live Connect.
Step 1 - Create a Live Connect Provider for Avanti Destinations if none exists by going to Utilities|Live Connect Providers, and clicking Add.
- Provider Name: Enter Avanti Destinations.
- URL: Enter https://www.avantidestinations.com/EVWeb/DirectConnect.jsp
- Travel Category: Enter Tour from the drop-down menu.
- Import XML from: Enter HTML Source.
Step 2 - Set up for Live Connect agent logins can be done individually or globally for the agency. Users can set up their own logins by going to Utilities|My Login|Live Connect and clicking Add. To set up globally, go to Global Defaults|Res Card Defaults|Live Connect to enter the User Name, and Password that everyone in agency will use. When Live Connect is launched, the system first looks to see if there is login information at the User Login level, and if not, then looks at the global login
- Live Connect Provider: Select Avanti Destinations from the drop-down list.
- User Name/Password: Enter the necessary fields based upon the login information provided to you when you contacted Avanti Destinations. User name is e-mail address and your selected password.
- Account Number: N/A
- Agency Code: N/A
Step 3 - Vendor setup - Create a vendor profile in ClientBase for Avanti Destinations if one does not exist. From the profile manager, retrieve the Avanti Destinations vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From here, click Add, then select Avanti Destinations from the drop-down list. The vendor code is Avanti. Click OK.
Create New Avanti Destinations Reservation
Step 1) Create a Res Card in ClientBase, enter the Res Card Cycle and Trip Name, and add a reservation. Select Avanti Destinations as the vendor, fill in the Travel Category if blank, and then click Live Connect if it doesn’t automatically appear.
Step 2) Select Avanti Destinations 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 reservation. This data is automatically passed to Avanti Destinations and saves time during the booking process, as less fields need to be completed manually. Click Connect.
Step 4) Although still in ClientBase, you are now on-line at the booking site. Complete the reservations using instructions supplied by Avanti Destinations. When the reservation is confirmed as complete, click Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.
To resolve questions about Avanti Destinations and ClientBase Windows, please contact the Avanti Director of Marketing or Sales & Marketing Assistant at marketing@avantidestinations.com or by calling 800.422.5053 ext. 4020.
Import Existing Avanti Destinations Reservation Made Outside of ClientBase
First, create a new reservation in ClientBase and after clicking entering vendor information, click Live Connect and Import an Existing Reservation. Enter a confirmation number or leave blank, but when in booking site, locate the retrieve reservation area. Once the reservation details are showing, click on Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.
Retrieve an Existing Reservation for Editing or Cancelling
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 and brings up the reservation. Edit or cancel the reservation using instructions supplied by the booking engine, and exit the booking.
Step 4) When the reservation changes are confirmed, click Import Reservation.
All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.
Avanti Destinations for ClientBase Online
If you are not currently registered to book with Avanti Destinations, go to www.avantidestinations.com to register as an agent or agency. On the homepage, click Agent Resources for registration links and information.
Set Up Avanti Destinations (Online)
Upon receiving login information, take the following steps to setup ClientBase for Live Connect.
Step 1 - Create a Live Connect Provider for Avanti Destinations if none exists by going to Tools |Settings|Live Connect Provider Setup, and clicking Add.
- Provider Name: Enter Avanti Destinations.
- URL: Enter https://www.avantidestinations.com/EVWeb/DirectConnect.jsp
- Travel Category: Enter Tour from the drop-down menu.
- Import XML from: Enter HTML Source.
Step 2 - Login setup
Set up for Live Connect agent logins can be done individually. Users can set up their own logins by going to Utilities|My Login|Live Connect and clicking Add.
- Live Connect Provider: Select Avanti Destinations from the drop-down list.
- User Name/Password: Enter the necessary fields based upon the login information provided to you when you contacted Avanti Destinations. User name is e-mail address and your selected password.
- Account Number: N/A
- Agency Code: N/A
Step 3 - Vendor setup - Create a vendor profile in ClientBase for Avanti Destinations if one does not exist. From the profile manager, retrieve the Avanti Destinations vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From here, click Add, then select Avanti Destinations from the drop-down list. The vendor code is Avanti. Click OK.
Create New Avanti Destinations Reservation
***Important Note: You must download the Live Connect extension for Chrome before using Live Connect with ClientBase Online. Chrome is the supported browser. Please click here for instructions on downloading the extension.
Step 1) Create a Res Card in ClientBase, enter the Res Card Cycle and Trip Name, and add a reservation. Select Avanti Destinations as the vendor, fill in the Travel Category if blank, and then click Live Connect if it doesn’t automatically appear.
Step 2) Select Avanti Destinations 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 reservation. This data is automatically passed to Avanti Destinations and saves time during the booking process, as less fields need to be completed manually. Click Connect.
Step 4) A new browser window will open for Avanti Destinations. Complete the reservation(s) using instructions supplied by Avanti Destinations upon registration. When the reservation is confirmed, click on the Live Connect Extension, and then select Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.
Note: If you do not have the Live Connect extension installed, click here for directions on installation.
To resolve questions about Avanti Destinations and ClientBase Windows, please contact the Avanti Director of Marketing or Sales & Marketing Assistant at marketing@avantidestinations.com or by calling 800.422.5053 ext. 4020.
Import Existing Avanti Destinations Reservation Made Outside of ClientBase
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 on the website, instead of creating a new reservation, go to the retrieve reservation area. Once the reservation details are shown, click on the Live Connect Extension, and then select Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.
Retrieve an Existing Reservation for Editing or Cancelling
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 in a new browser tab. Edit or cancel the reservation using instructions supplied by the booking engine. Once done, click on the Live Connect Extension, and then select Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.
Step 4) When the reservation changes are confirmed, click Import Reservation.
All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.