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Live Connect Features Supported by Pinsight

Pinsight supports the following Live Connect features if checked:

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Pinsight for ClientBase Windows

Upon receiving login information, take the following steps to setup ClientBase for Live Connect.

Set Up Pinsight (Windows)

Step 1) Create a Live Connect Provider for Pinsight if none exists by going to Utilities|Live Connect Providers, and clicking Add. (It’s a good idea to check if the URL is correct.)

  • Provider Name: Enter Pinsight.
  • URL: Enter https://book.tlgpinsight.com/redirect
  • Travel Category: Enter Hotel 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 Pinsight from the drop-down list.
  • User Name, Password, Account Number: Enter your User Name, your password and Account Number.
  • Agency code is left blank.

Step 3) From the Profile Manager, retrieve the Pinsight profile (or create if not in database). From the General Info tab, click Live Connect Providers. Click Add, then select Pinsight from the drop-down list. The vendor code is blank. Click OK.

 

Create New Pinsight Reservation (Windows)

Step 1) When ready to book on-line, create a client Res Card and fill in the Agent, Status, Reservation Cycle, Trip Name, Region/Destination fields and select the travelers. Use the Add Reservation button to start a new reservation. Fill in the Vendor and Travel Category fields and then click Live Connect.

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Step 2) Click Create New Reservations.

Step 3) Select customer data to book the reservation (Traveler, Credit Card, Phone and Billing Address) and click Connect.

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Step 4) Although still in ClientBase, you are now on-line at the Pinsight booking site. Complete the reservations using instructions supplied by Pinsight when you registered. When the reservation is confirmed, click Import Reservation. All reservation data booked on-line is now located in ClientBase.

 

Import Existing Pinsight Reservation Made Outside of ClientBase (Windows)

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 Pinsight website, go to the retrieve reservation area. Once the reservation details are showing, click Import and the details of the reservation are imported into ClientBase reservation record.

 

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 existing 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 ClientBase reservation record.

 

Pinsight for ClientBase Online

Upon receiving login information, take the following steps to setup ClientBase for Live Connect.

Set Up Pinsight (Online)

Step 1) Once you have obtained accurate login information, you need to add this Live Connect Provider into ClientBase by going to Tools|Settings|Live Connect Providers and clicking Add.

Fill in the following fields:

  • Name of the Provider: In blank field provided, type the name of the Provider.
  • Status: Leave the default of Active. If you ever want to make it Inactive, go back in this area to turn off.
  • URL: Type https://book.tlgpinsight.com/redirect
  • Travel Category: Select Hotel.
  • Import XML from: Select HTML Source.
  • Include Authentication: Leave blank.
  • Click Save.

Step 2) Each user can put in his own login information under Tools|My Login|Live Connect. Click Add and enter the following information:

  • Live Connect Provider: Select Pinsight from the drop-down list.
  • User Name/Password/Account Number: Enter your user name, password and Account Number.
  • Agency Code is left blank.

Step 3) Retrieve the Pinsight vendor profile from the Profile Manager (or create one if not in your database). From the General Info link, click the Live Connect Providers button. Click Add, and select the Pinsight booking engine from the drop-down list. The Vendor Code is blank. In the Travel Category profile field, select Tour from the drop-down menu.

 

Create New Pinsight Reservation in Live Connect (Online)

***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) 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) Complete the Live Connect settings by identifying the vendor, the Live Connect Provider and appropriate Login information.

Step 3) Click the Create New Reservation button.

Step 4) Select any Profile, Passenger, Branch and Res Card information you want to use to book the reservation and click Connect to launch the on-line booking engine.

 

Step 5) A new browser window will open for Pinsight.  Complete the reservation(s) using instructions supplied by Pinsite 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.

 

 

Import Existing Pinsight Reservation Made Outside of ClientBase (Online)

Step 1) Create a new Res Card or open an existing one and launch Live Connect by clicking the Live Connect icon.

Step 2) Complete the Live Connect settings by identifying the vendor, the Live Connect Provider and appropriate Login information if not auto-populated.

Step 3) Enter the confirmation number for the reservation you want to import and click Import Existing Reservation.

Step 4) Depending on the Live Connect Provider, the system either locates the reservation using the confirmation number and automatically import all reservation details, or takes you to the Live Connect Provider's site for you to use its Retrieve Reservation feature to locate the reservation. Upon displaying the existing reservation, click on the Live Connect Extension, and then select Import Reservation.  The reservation details are imported into the ClientBase Res Card.

 

Retrieve an Existing Pinsight 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 Live Connect reservation to edit or cancel. Click Live Connect.

Step 2) Confirm all Live Connect settings including confirmation number, and 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.

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