Smart Import is for trips that already exist on paper: a supplier's itinerary, a tour operator's day-by-day, a PDF a client forwarded. Rather than retyping it, upload the file and TripLoft pulls out what it recognizes. You pick what to keep. Components arrive at $0.00 with no photos attached, so pricing and media are yours to add.
Smart Import supports PDF files only, up to a maximum size of 5MB.
How Smart Import works
Step 1: Upload your itinerary PDF
From within a proposal, open the Add Items panel on the left and click Smart Import (near the bottom, below the trip components).
In the Smart Import window, drag and drop your itinerary PDF into the upload area, or click to browse for it.
TripLoft begins processing the file. You'll see a brief "Hang tight, we've got this" message while it parses the content. You can click Cancel to stop the import at this stage.
Step 2: Review the parsed trip details
Once the PDF is processed, a Smart Import panel opens from the right showing a preview of every component TripLoft extracted, grouped by date. Each row shows the component type icon, its name, and its location.
From this preview you can:
Select what to import: every item is checked by default. Uncheck any item you don't want, or use the Unselect All toggle at the bottom left to clear them all at once (it switches to Select All so you can re-check them)
Expand an item: click the chevron on a row to view its parsed details. This is a read-only view; you'll edit the actual details after importing
Adjust dates: click any date pill to open a calendar and pick a new date (more on how this works below)
How date editing works
Components in the preview are grouped under date pills. Editing a date does not move just that one group: it shifts every date relative to the change, keeping the gaps between days intact.
For example, if the imported items fall on April 23, April 27, and April 28, and you change the first pill from April 23 to June 26, the others shift by the same amount: April 27 becomes June 30, and April 28 becomes July 1. The spacing between the days is preserved.
If imported items fall outside your proposal's current date range, TripLoft automatically extends the proposal so each item lands on its corresponding date. No items are dropped.
Step 3: Add items to your proposal
When the selection and dates look right, click + Add to Proposal at the bottom right.
Before you do, decide how the imported items should combine with what's already in the proposal:
Leave "Replace existing components" unchecked (the default) to add the imported items alongside any components you've already built
Check "Replace existing components" if you'd prefer the imported items to take the place of the current components (this clears the existing ones first)
Each component is added as a native TripLoft trip item: fully editable, reorderable, and customizable. After importing, you can:
Adjust pricing (imported items come in at $0.00)
Assign rooms or cabins
Add options or upgrades
Reorder sections and components
Customize the proposal layout and visuals
Add more components on top of the imported itinerary
Good to know
Pricing is not imported: every component comes in at $0.00. Set pricing yourself on each component's Pricing & Booking tab after import - see Configure Pricing for Proposal Components
All trip travelers are assigned: imported components are assigned to every traveler on the trip by default, the same as a component you add manually. Adjust assignments on each component if needed
Media is not imported: Smart Import builds each component from the text in your PDF. It does not pull in photos or property details, so add media yourself where you want it
Best practices
Use clear, well-formatted itinerary PDFs for the best results
Review every imported item, and its date, before adding it to the proposal
Treat Smart Import as a starting point: refine and personalize the proposal before sharing it with clients
Troubleshooting: Why Did Smart Import Fail?
If Smart Import doesn't produce the result you expect, check which of these applies:
The upload was rejected. Smart Import accepts PDFs up to 5MB. Other file types, oversized files, and scanned PDFs with no extractable text fail at this step.
Some items are missing. Smart Import handles the full range of trip components, including anything it can't classify, which comes in as a custom element. Items get skipped when the source PDF is the problem: dense formatting, tables that don't read cleanly as text, or details too vague to place on a date. Expand each row before importing to check what was captured, and add anything missing manually after adding the parsed details to the proposal.
The dates look wrong. Changing one date pill moves all of them. If the spacing in your source itinerary wasn't what TripLoft inferred, fix individual dates after adding the items.