Save time by recreating forms in just seconds. Simply use the Magic importer tool within a form template to upload a URL, image, or screenshot of the form you’d like to replicate, and TravelJoy will generate it for you automatically!
Upload a form
To get started, create a new form template from the form templates tab within your account or open an already created form template:
Once your form template is open, choose to upload your file from your device or import the form using a URL:
Once your form is uploaded, we'll provide you with a small summary of what fields were captured and created. You can then make any adjustments or changes needed to the created form:
FAQs
What types of form examples can be imported?
You can upload a URL, PDF, or even a screenshot of the form you would like to recreate. Magic importer will take it from there and build the form for you in just seconds.
If my form includes a credit card authorization, will that import as well?
Yes. If Magic importer detects a credit card authorization section in your form, it will automatically add a secure credit card authorization field to your new form.
Will displayed terms and conditions also be imported?
Not at this time. Terms & conditions will still need to be added to the form if you'd like to utilize them.
I have form fields that should save to the client’s profile. Do I need to set that up after importing?
In most cases, no. Magic Importer recognizes commonly used client profile fields and will automatically map those fields so the information saves to the client’s profile when the form is completed.
Comments
1 comment
Is there a way to make the magic importer the same layout for the invoice line item? For example, Celebrity cruise guest invoice imported, can the basic information: Reservation, Ship, Itinerary, Guest Information, Promotion details, etc are laid out the same format every time a Celebrity cruise invoice gets imported (import without templates)? I haven't found a way to have it be consistent. It has to be modified every single time. See attached screenshots.
Import #1
Import #2
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