Tech note: After the import, some of the dates have the month/day numbers reversed. Until then you will need to correct the dates after the import. The provider has let us know that the date format change is on their backlog.
***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 the Direct Connect icon in the Navigation Bar.
- Choose Travel Guard Advisor Connect from the dropdown:
- A new browser tab will open for the Travel Guard Advisor Connect site. Log in and search for the reservation.
- Once you display 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 when 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.
- Create and save a new trip or open an existing trip. Under the Reservations section, 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.
- Check off the box next to the correct reservation and click Add Reservations To Trip.
- Review the reservation details and then click Save Reservation to Trip.
- If the supplier is not matched to an existing supplier profile, click the Imported Supplier data link to see the supplier name, then click the Select Supplier drop down and search for the supplier. Add new Supplier if they are not in your database.
- Imported Traveler data that does not match a Traveler profile in Tres will appear as text in the Travelers tab of the reservation. Create and link new Travelers in Tres or search across this data with the Reservation Traveler Name - Freeflow filter in the Trips search area.
- Click Save Reservation to Trip and Save All to close the Trip.