MAGCRM Upload (Improved)

Learn how to use MAGgie’s MAGCRM Upload feature to instantly convert supplier confirmations, whether PDFs or booking emails - into ready-to-use trips and bookings inside MAGCRM.

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.

   

2. Upload your PDF

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

3. Let MAGgie^TM 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:

   [e-mail]

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)

     • 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.

   

2. To add booking details:

   • Inside your trip, go to Bookings → Add New Booking

   • 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.

   

Note: The Tour Operator field is a dropdown in MagCRM. Even if MAGgie^TM 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

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