# MAGCRM Upload (Improved)

## Turn Emails & PDFs into Trips & Bookings in MAGCRM

With MAGgie™ MAGCRM Upload, you can eliminate manual data entry and structure booking data in seconds.

Instead of copying and pasting from long confirmation emails or supplier PDFs, simply upload or forward them and let MAGgie extract the details for you.

This means:

* Faster workflows - create trips and bookings in under a minute
* Inbox-to-CRM automation - forward booking emails directly or upload a PDF
* Seamless integration - works inside your existing MAGCRM process

### How does it work?

You now have **two ways** to import booking data into MAGCRM.

### Option 1: Upload a Supplier PDF (Launched Previously)

1. **Open MAGgie Chrome Extension**

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

   <figure><img src="/files/dmV27F9XJX3N5qpaWuoI" alt="" width="375"><figcaption></figcaption></figure>

2. **Upload your PDF**
   * Click inside the upload box → Browse your file & upload.

3. **Let MAGgie**<sup>**TM**</sup>**&#x20;parse the data**
   * MAGgie™ will automatically extract all trip and booking details.

### Option 2: Forward a Booking Email (New)

1. Forward any booking confirmation email (with or without attachments) to:

   <scan@mymaggie.ai>
2. Open the MAGgie™ Chrome Extension, go to the MAGCRM Upload section.

   Click the **Mail** tab ➔ Select the forwarded email ➔ Click **Parse**.
3. MAGgie™ will read the email and any attachments, then extract:
   * Supplier / Airline / Brand
   * Travel dates
   * Reservation / Booking number
   * Total price
   * Key booking details

## Importing the Parsed Data into MAGCRM

1. **Create a new trip:**

   * In MagCRM, create a blank trip
     * The "Import trip data" button would only appear on this page on TESS: <https://crm.myagentgenie.com/app/views/trip/add/general>)&#x20;
     * It would only be able to fill in the following fields: Trip Type, Start/End Date and Trip Description
   * In the Chrome Extension, locate the **copy** icon on top of the parsed data, and click on it to copy
   * Go back to the trip page in MAGCRM, click on **Import Trip Data** → Review → Save.

   <figure><img src="/files/ZKraPMprJ09h4ekETv9W" alt="" width="375"><figcaption></figcaption></figure>

2. **To add booking details:**

   * Inside your trip, go to **Bookings** → **Add New Booking**&#x20;
   * The "Import booking information" would only appear on the above page
   * Click **Import Booking Information** → Review → Make any corrections (e.g., select operator names from dropdown) → Save.

   <figure><img src="/files/n8002cvMlqFGC5DSwtpK" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note**: The Tour Operator field is a dropdown in MagCRM. Even if MAGgie<sup>TM</sup> pre-fills it, you must select the correct value from the dropdown again for MagCRM to accept and save it.

**Disclaimer:** AI can make mistakes. Please verify all information
{% endhint %}

{% hint style="info" %}
Go to the [Training Videos section](https://docs.mymaggie.ai/chrome-extension/pages/zLmoJH9XKUOXetPMkpmv#id-19.-how-to-create-trips-and-bookings-in-magcrm-instantly-with-maggie) to watch the full video tutorial.&#x20;
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.mymaggie.ai/chrome-extension/magcrm-upload-improved.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.