***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 with Alexander+Roberts, please make sure you have logged out of the Alexander+Roberts site in all browsers. In addition, you should not have any other tabs open in the same browser window as your Tres database.
- Click on Direct Connect icon in the Navigation Bar.
- Choose from the list.
- The Alexander + Roberts website will open in a new browser tab.
- Enter the Booking Reference Number and the Lead Passenger Name. Click on LOGIN. Then wait for the reservation details to load. It may take up to two minutes.
- Once you see the trip details, click on the Tres Direct Connect extension.
- Tres will detect the reservation you selected. Now enter your Tres login credentials and click LOGIN
- Enter a Trip Reference. This is a free-flow field that you enter that will make sense so you can choose it from a list of all your Direct Connect imported reservations
- Click Send to Tres.
- Message should display Reservation Sent.
- Now you can go back to the Tres tab in your browser and add this imported reservation to your Tres trip
- In Tres, create and save a new trip or open an existing trip that this new reservation is a part of. Under the Reservations sub folder 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 or 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. Select 'Link All Associated Travelers' to link all travelers associated with the Client. Or select 'Link Travelers' to 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.