July 10, 2025 | Instant Proposals with Magic Import
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Quick Takeaways
- In this webinar, Sarah and Rachel walked through Safari Portal’s newest feature: Magic Import, designed to streamline Itinerary creation using PDFs.
- Magic Import allows users to upload static PDF proposals (from tools like Axus, Travefy, or line-by-line quotes) and automatically converts them into editable Safari Portal Itineraries.
- While images and content pages aren’t imported, Magic Import captures all text data.
- The feature works exclusively with the Calendar Builder and is initiated from the “Details” tab via a dedicated upload pop-up.
- Imported data often includes extra items (like park fees or service charges); users can easily bulk-delete unnecessary events directly in the calendar.
- Content Pages and photos still need to be manually selected post-import to ensure the final Itinerary reflects accurate and branded visuals and information.
- When property names don’t match the Content Library exactly, users can adjust search terms or create new content pages during the flow.
- Pricing data may be pulled from quotes. This should be manually removed if it is not client-facing. Users remain responsible for final cost accuracy.
- The feature was trained using real Itinerary samples, and ongoing improvements rely on user feedback. Submitting examples helps refine model performance.
- Safari Portal encourages users to provide feedback via the "Need Help?" widget; your input helps evolve this AI-powered tool to better serve planning workflows.
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