When forwarding PDF/Word files into your Umapped account, they will be added as an attached document in Step 3: Documents.
If the PDF/Word file is a supported supplier, the details of the file will be added into the day-to-day itinerary, listed in Step 2: Itinerary, please see here for more information.
How to send a PDF/Word file into the itinerary as an attachment
Step 1: Locate Your Umapped API Email Address
A. Click on your initials in the top right of the screen and then on Profile.
B. Scroll down to the bottom of your Profile page; you will find your API Email Address and important information regarding how to use it when building trips with Umapped!
We recommend saving your Umapped email API address in your address book for easy reference with a name you will easily remember (e.g. Umapped email API).
Step 2: Create Your Email
A. To start a new trip itinerary: the subject line of your email will be used to generate the Trip Name.
B. To add to an existing trip itinerary*: match the email subject line to your existing Trip Name so that the document is added to the appropriate trip.
*PDF and Word files can be forwarded into pending trips only. If the trip you wish to add the files to has already been published, a new pending trip will be created. You can merge this pending trip that is created to the published trip, see here on merging trips
Step 3: Find your Bookings/Documents in Umapped
The content will be attached or processed under a Pending Trip Itinerary, which you can find by searching the Trip Name.
A. If the PDF source is a supported integration, the booking details will automatically be processed under Step 2:Itinerary. The original document will also be attached under Step 3: Documents.*
B. If the PDF source is unknown, the PDF will be attached under Step 3:Documents
Helpful Hint for CB users: If you are a ClientBase user on our Individual plan, you can email your itinerary directly from the CB Res Card for direct processing (see screenshot below).
**Please note that when you are forwarding PDF and Word files by email into your Umapped account, the email address from which you are sending the booking/documents must match the email address listed in your Umapped account.