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Project Expedition - Live Connect Features
ClientBase Windows - Set Up and Use
ClientBase Online - Set Up and Use
Project Expedition - Live Connect Features
Project Expedition supports the following Live Connect features if checked:
Project Expedition for ClientBase Windows
If you are not already registered (e.g. have a login) with Project Expedition. You can register on this page here: https://www.projectexpedition.com/partners/.
Once your account is activated you can make all bookings on the website here: https://www.projectexpedition.com/.
For any questions you can contact our team:
Email: support@projectexpedition.com
Phone: 855 782 3006
Live Chat: www.projectexpedition.com
Set Up Project Expedition (Windows)
Upon receiving login information, take the following steps to setup ClientBase for Live Connect.
Step 1) Create a Live Connect Provider for Project Expedition 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 Project Expedition.
- URL: Enter https://www.projectexpedition.com/account/?tab=bookings
- Travel Category: Select 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 Project Expedition from the drop-down list.
- User Name, Password: Enter your User Name and password. No Account number or Agency code is needed.
Step 3) From the Profile Manager, retrieve the Project Expedition profile (or create if not in database). From the General Info tab, click Live Connect Providers. Click Add, then select Project Expedition from the drop-down list. The vendor code is PE. Click OK.
Importing an Existing Reservation
Step 1) Create a new Res Card Reservation. Enter the vendor name and click Live Connect. Confirm that the correct Provider is selected and click Import an Existing Reservation. Enter a confirmation number and click Okay.
Or
Step 1) Open or create a new Res Card. Click Live Connect in the lower right corner of the Res Card screen. Select the Provider and click on Import existing reservation. Enter a confirmation number and click Okay.
Step 2) Depending on how the provider implemented this feature, you may be taken directly to the booking confirmation, or you may need to retrieve the reservation on the site.
Step 3) When the booking details are displayed, Project Expedition will confirm that the reservation details are available with a prompt. Click okay and then click Import Reservation.
All reservation data booked on-line is now located in the reservation fields in ClientBase.
*Note: With Project Expedition, if the confirmation number was left blank or an incorrect confirmation number was supplied, the site will display all of your upcoming bookings to scroll through. Inside the details of each Reservation is a Send to Tres button. That can be clicked and then the chosen reservation can be imported. This is the same for the Retrieve Reservation details below.
Retrieve an Existing Reservation
To reimport a reservation after changes are made to a booking:
Step 1) Open your current Reservation and click on Live Connect. Click Retrieve Reservation.
Step 2) Depending on how the provider implemented this feature, you may be taken directly to the booking confirmation, or you may need to retrieve the reservation on the site.
Step 3) When the reservation is confirmed and booking details displayed, click Import Reservation.
All reservation changes are now located in the reservation fields in ClientBase.
Project Expedition for ClientBase Online
If you are not already registered (e.g. have a login) with Project Expedition. You can register on this page here: https://www.projectexpedition.com/partners/.
Once your account is activated you can make all bookings on the website here: https://www.projectexpedition.com/.
For any questions you can contact our team:
Email: support@projectexpedition.com
Phone: 855 782 3006
Live Chat: www.projectexpedition.com
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 Project Expedition.
- Status: Leave the default of Active. If you ever want to make it Inactive, go back in this area to turn off.
- URL: Enter https://www.projectexpedition.com/account/?tab=bookings
- Travel Category: Select Tour
- Import XML from: Select HTML Source.
- Include Authentication: Leave blank.
Click Save.
Step 2) Set up for Live Connect agent logins can be done individually. 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 asks the user to login at the provider website. Each user can put in their own login information under Tools|My Login|Live Connect. Click Add and enter the following information:
- Live Connect Provider: Click the drop down and select Project Expedition.
- User Name/Password: Enter your User Name and Password. Account number and Agency code are left blank.
Step 3) Retrieve the Project Expedition vendor profile from the Profile Manager (or create one if not in your database). From the General Info link, click Add next to the Live Connect Providers label. Select Project Expedition from the drop-down list. The Vendor Code is PE.
Importing an Existing 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 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) When the booking details are displayed, Project Expedition will confirm that the reservation details are available with a prompt. Click okay and then 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: With Project Expedition, if the confirmation number was left blank or an incorrect confirmation number was supplied, the site will display all of your upcoming bookings to scroll through. Inside the details of each Reservation is a Send to Tres button. That can be clicked and then the chosen reservation can be imported. This is the same for the Retrieve Reservation details below.
Retrieve an Existing Reservation
To reimport a reservation after changes are made to a booking:
Step 1) Launch Live Connect from inside the Live Connect Reservation. 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.