Importing travel agents/corporate clients

This topic explains how to mass import travel agents/corporate clients into the system from a Microsoft Excel file.

The Microsoft Excel file you want to import needs to contain the following columns:

Column

Content

Mandatory
Company Name Alphanumeric field, up to 50 characters Yes
Account Currency Currency code as predefined in Setup - Currencies Yes
Credit Limit Numeric field. If 0 leave empty. No
The company is Travel agent/corporate client. If empty the default is travel agent. No
Payment terms

Must be one of the following:

  • Cash

  • Credit till EOM+

  • Credit till EOM-

  • Service start+

  • Service start-

  • EOM of service+

  • EOM of service-

  • End of service+

  • End of service-

  • Credit+

  • Credit-

  • Credit bi-weekly+

  • Credit bi-weekly-

  • Credit weekly+

  • Credit weekly-

  • Service bi-weekly+

  • Service bi-weekly-

  • Service weekly+

  • Service weekly-

  • Option date+

  • Option Date-

 Yes
Days Numeric field, up to 3 digits. No
Pay cash on non-refundable Yes/No No
Hide non-refundable services Yes/No No
Invoice amount Gross/Net
If empty, the default is Net.		 No
Association number Alphanumeric field, up to 16 characters No
VAT number Alphanumeric field, up to 16 characters No
Company number Alphanumeric field, up to 10 characters No
IATA number Alphanumeric field, up to 8 characters No
General ledger Acc# Alphanumeric field, up to 10 characters No
Online GDS code   No
File GDS code   No
Report reservation by Fax/Email.
If empty the default is Email.		 No
Manager   No
Accounting department   No
Address   No
City Alphanumeric field, up to 25 characters No
Province/State Alphanumeric field, up to 25 characters No
Country Country name as predefined in Setup - Countries No
Postal code Alphanumeric field, up to 10 characters No
E-mail   Yes, only if Report reservation by is Email or empty.
MainPhone   No
Main fax   Yes, only if Report reservation by is Fax
Market Market name as predefined in Setup - Markets. No

Agent Type

The travel agent/corporate client type as predefined in Setup - Travel Agent/Corporate Client Types

No

If the file is missing mandatory information, the travel agent/corporate client is not going to be imported. If the file is missing non-mandatory information, the travel agent/corporate client is imported without this information.

  1. Go to Setup – Business Environment - Corporate Client/Travel Agent Accounts.

  2. Click Import Travel Agents/C. Clients.

    The Import C. Clients/Travel Agents dialog box appears.

  3. In the File field, click Browse, and select the file you want to import.

  4. Click Upload.

  5. If you want the travel agents/corporate clients to override existing accounts in the system, select Update existing travel agents/corporate clients.

  6. In the Send report to this e-mail field, enter the e-mail address to which the import results are going to be sent to.

  7. To import the travel agents/corporate clients, click Import.

    For each row in the file, a new travel agent/corporate client account is created.

    A B2B user is created for each user. The user name is the number entered in the MainPhone column.

    After the file is imported, an e-mail message is sent to the e-mail address you entered with the following information:

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