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2025 Webinars
July 10, 2025 | Instant Proposals with Magic Import
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July 10, 2025 | Instant Proposals with Magic Import
View the webinar recording

🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below🌟

 

 

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

 

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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