Synchronisation of Reservations and the Creation of Itineraries
Triparound automatically connects with Track and syncs Reservations with the status of Confirmed, Hold and Checked in.
For each new Reservation, Triparound automatically performs the following:
Identifies the Customer details from the Reservation, checks if a Contact is already registered in your Triparound CRM, and creates a new Contact when the email of the Customer has not been previously registered in Triparound.
Creates a new Itinerary with the following details:
Itinerary Name: The Itinerary name is automatically generated and includes the following information from the Track Reservation that has been sourced:
Reservation ID
Customer Surname
Customer Name
Property Name
From Date
To Date
Itinerary Location: Creates a new Location for the Itinerary with the name of the property, according to the longitude and latitude of the property.
Itinerary Trip Leader: Associates the Customer with the Itinerary.
3. Creates an Accommodation unit in Triparound and presents it under Accommodation in the itinerary.
For each existing but recently updated Reservation, Triparound automatically performs the following:
Identifies the Customer details from the Reservation and checks if there are any changes. If yes, then it appropriately updates the Contact details in your Triparound CRM.
Updates the following Itinerary details:
Itinerary Name: Updates the name of the Itinerary if one or more of the following attributes have been changed:
Reservation ID
Customer Surname
Customer Name
Property Name
From Date
To Date
Itinerary Location: Updates the existing Location and the corresponding dates of stay, longitude and latitude if required.
In all cases mentioned above, Triparound tracks the Folio ID which is associated with each Reservation and uses it to create new Charges in Track under a specific Reservation ID. More information about this process can be found in the following section.
Bookings: Create new Charges on Track
Triparound and Track users also benefit from the connection of Track’s Charges with Triparound’s Bookings that are included in the Itineraries.
Once the status of a selected Booking turns to Confirmed, which means that a Booking has occurred, then a new Charge is created on Track.
The process of a Charge creation is the following:
Triparound, checks if the selected Product exists in your Track inventory. If not, it registers the selected Product as a new Chargeable Item.
Triparound automatically creates a new Charge in Track with the following details:
Reservation ID: The Reservation ID associated with the Itinerary.
Folio ID: The Folio ID associated with the Reservation ID.
Item ID: The id of the Chargeable Item mapped with the corresponding Triparound Product.
Revenue Policy ID: The corresponding id used at the set-up phase described above.
Tax Policy ID: The corresponding id used at the set-up phase described above.
Amount: The amount of the chargeable item.
If the status of a Booking is “Proposed" or "Pending” no Charges are sent to Track.
Cancelled Bookings and Updates on Pricing: Tasks on Track
In some cases where special handling is required, the Triparound system creates a new Task on Track and thus notifies Track users.
Specifically, these cases are:
When the status of an Item that is Confirmed becomes Cancelled. In this case, a Task is created that notifies the users to modify the charge according to the cancellation policy.
When the schedule of an already booked and Confirmed Item changes, resulting to a change in its pricing.
When the price of an already booked and Confirmed Item changes.
For all cases mentioned above, a new Task on Track will be created by Triparound, notifying the users about the changes. This way, Track users are made aware, and an efficient decision can be made on the next actions required.
*As this feature may not be available for all accounts, please contact your customer success manager to request its activation.