Guide to Manual Importing

Overview:

Trip Master Software allows importing from various brokers saving time from manually entering reservations. Below is a step by step guide to importing.

Section 1: Importing

1. Go to the “Utilities” tab and select “Import”

2. Next, select the ride date, the account, the provider if your company uses providers, and the import type based on which broker you will be importing from.

The ride date on the import screen will be overridden by the ride date in the file, check the ride date in the file before importing.

3. Now select “Browse” to choose the file to import. The file must be in .xls or .csv format to be imported.

4. Click “Audit Selected File” review the audit to ensure there are no errors.

5. Once there are no errors click “Import Selected File”

Click on “Daily Schedule” find the date you imported, and the imported rides will be in the holding pen.

13 STEPS

1. Trip Master Software allows importing from various brokers, saving you time over manually entering reservations.
The first step is to open CTS Software - TripMaster and with your mouse, hover over Utilities

2. Click Import to go to the importing tool.

3. Click in the Ride Date box to add the date of the reservations you are adding.
If the rides you are importing are for different dates, the imported date will override the one you select here.
Be sure to check your import file.

4. Click the Account drop down menu to see a list of all the accounts you can import reservations under.

5. Select an Account from the list.
The imported rides will be billed under this account.

6. If you have multiple Providers set in your Provider Master page, you can choose which Provider the reservations will be imported to by clicking here.

7. Click the Import Type box to see a drop down menu of all available import formats.
This is based on which broker you are importing from.

8. Choose your Import Type from the drop down list
For this tutorial, we'll choose CTS Manifest.

9. Click Browse to search your computer for the document you wish to import.
The document must be a .xls or .csv file format.

10. Once you've selected the import document, Click Audit Selected File to check for any errors.

11. If there are any errors, edit the document to fix them and then Audit again.
Error messages will appear in this column.

12. Once any errors have been corrected, click Import Selected File to complete the import.

13. And that's it, you're done!
Any errors you did not correct will appear in the Import Errors section.
Any warnings (such as duplicated rides) will appear in the Import Warnings section.

Here's an interactive tutorial

https://www.iorad.com/player/1565377/How-To-Manually-Import?iframeHash=trysteps-1&lang=en