Ensure itinerary data is fully transferred by configuring the correct duplication settings.
This article includes three sections covering each itinerary duplication scenario:
- V1 itinerary to V1
- V1 itinerary to V2
- V2 itinerary to V2
Most importantly, each duplication scenario includes different duplication settings to pay attention to – they determine what data will be transferred. In this article, we will cover the settings for each scenario.
V1 and V2 refer to different versions of TripCreator. V1 is being gradually phased out, while V2 is the latest version. If you're unsure which TripCreator version you’re using, please contact us at support@tripcreator.com.
Scroll down to find the section relevant to your needs.
📌 V1 to V1 itinerary duplication
You would duplicate an itinerary from V1 to V1 if you need to create a new version of an itinerary for the same customer. 📒 We recommend duplicating a V1 itinerary to V2 only if you are creating it for a new customer. All new itinerary projects should be worked in V2.This can be achieved in your Dashboard by going to Current and previous itineraries (V1) > selecting the three dotted menu for an itinerary > selecting Duplicate.
DUPLICATION SETTINGS
In the duplication window you can:
- rename the itinerary copy
- change the payment currency for the copy
📌 V1 to V2 itinerary duplication
You would duplicate an itinerary from V1 to V2 when creating itineraries for new customers (new proposals). 📒 To create a new version for the same customer, duplicate V1 itineraries within V1.This can be achieved in your Dashboard by going to Current and previous itineraries (V1) > selecting the three dotted menu for an itinerary > selecting Duplicate to V2.
DUPLICATION SETTINGS
In the duplication window you can:
- rename the V2 itinerary copy
- change the payment currency for the copy
- change the itinerary start date
Please note the data transfer toggle settings, which ensure the following information is copied to your new itinerary:
- all of the itinerary descriptions and notes
- itinerary attachments
- customer information
📌 V2 to V2 itinerary duplication
Any V2 itinerary can be duplicated to make a new itinerary version to the same or a new customer.
This can be achieved in your Dashboard by going to New and future itineraries (V2) > selecting the three dotted menu for an itinerary > selecting Duplicate.
DUPLICATION SETTINGS
This duplication scenario allows many choices for you to determine what information you want to include in the new itinerary.
In the duplication window you can:
- rename the V2 itinerary copy
- change the payment currency for the copy
- change the itinerary start date
Please pay attention to the data transfer toggle settings. They allow you to customise what information should be transferred from your old itinerary to the new version.
- Itinerary items (always transferred)
- Pricing data from inventory (this is a default setting, which can be switched to pricing data from the itinerary—see below for guidance on when to use each option)
- Customer data
- Custom day names
- Itinerary attachements
- Presentation images
- Pricing data from itinerary
- Custom tab names
- Itinerary description and notes
Most noticeably, you can choose to fetch rates from the inventory, rather than just use the old rates from the old itinerary.
- If you are creating a duplicate for the same customer, as an example to create a version or a variation, then you might want to base the new duplication on rates from the itinerary.
- If you are creating a new proposal, then you might want to fetch the rates you have stored in your Products library.