MAGCRM Upload

Learn how to use MAGgie’s PDF Import feature to instantly turn supplier PDFs into ready-to-use trips and bookings in MagCRM.

Turn PDFs into Trips & Bookings in MAGCRM

With MAGgie’s new MAGCRM Upload feature, you can turn any supplier confirmation, booking, or itinerary PDF into trips and bookings in MAGCRM - no more manual data entry.

In just a few clicks, MAGgie reads your PDF, matches it to the correct fields, and lets you import everything directly into a trip or booking.

This means:

  • Faster workflows - create trips and bookings in under a minute.

  • Seamless integration - works right inside your existing MagCRM process.

How it works?

  1. Open MAGgie Chrome Extension

    • Locate the Upload icon (right-hand side panel), click on it.

  2. Upload your PDF

    • Click inside the upload box → Browse your file & upload.

  3. Let MAGgie parse the data

    • MAGgie will extract all trip and booking details automatically.

  4. To create a new trip:

    • In MagCRM, create a blank trip.

    • In the Chrome Extension, locate the copy icon on top of parsed data, click on it to copy

    • Go back to the trip page in MAGCRM, click on Import Trip Data → Review → Save.

  5. To add booking details:

    • Inside your trip, go to BookingsAdd New Booking.

    • Click Import Booking Information → Review → Make any corrections (e.g., select operator names from dropdown) → Save.

Go to the Training Videos section to watch full video tutorial.

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