OwnerRez Integration

Touch Stay integrates with OwnerRez to import your properties and then automate the sending of invitations for confirmed bookings.

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Complete the following steps using the tabs on this page to complete the integration:

Step 1. Connect your Touch Stay & OwnerRez accounts

Go to Integrations in your Touch Stay account, go to the Partners tab and click “Connect" underneath the OwnerRez logo. This will take you to the OwnerRez authorisation screen where you confirm giving access to Touch Stay.

Step 2. Match OwnerRez Properties

You can now match existing Touch Stay guides to your OwnerRez properties. Use the drop-downs to select the correct OwnerRez properties for each Touch Stay guide. When complete, click “Match Selected”. If you don’t have any to match, then just click “Skip”.
 

Step 3. Import OwnerRez Properties

If you have any remaining unmatched properties from OwnerRez, go to  Integrations > Import. Click the remaining properties you want to import and click ‘Import selected’. Simply check the ones you want to import and click the “Import Selected” button. 
 

Touch Stay will import the following:

  • Property Name
  • Property Address
  • Main photo

Each property imported will create a new Touch Stay guide.

Step 4. Complete guide creation (new Touch Stay customers only)

Now is the time to check the content of your guides to make sure they are ready to share with guests before you complete the integration and sync your OwnerRez reservations.

If you’re new to Touch Stay then check out the Getting Started page for hints and tips on the quickest way to build out your guide content. If you have more than 20 properties, please contact us at support@touchstay.com to find out more about our onboarding service.

Step 5. Personalisation settings

You can map OwnerRez property & reservation data fields to Touch Stay custom fields or topic customisations. These can then be inserted into guides and guest messages to personalise them for each reservation. The following paragraphs explain how to map and sync OwnerRez reservation data to your custom fields or topic customisations.

We have a separate article covering how to map and sync property data for further guide level personalisation.

The following OwnerRez reservation data fields will be automatically mapped to standard field codes in your Touch Stay account:

  • Door code (data type: Text)
  • Expected Check-in Time (data type: Text)
  • Expected Check-out Time (data type: Text)
  • Booking ID (data type: Number)
  • Form Key (data type: Text) – this can be used to create links to the OwnerRez review page for each booking.
  • Guest first name
  • Guest last name
  • Arrival date
  • Departure date
  • Guest contact phone number*
  • Guest contact email address*

*Some OTAs and booking sites do not always provide the guest email address or phone number so the availability of these two data points are dependent on the platform the guest used to complete their booking.

To connect any of these fields to Touch Stay head to the Custom data mapping tab on the Integrations page and click the '+Add new mapping' button.
 

From here you can select the OwnerRez data field to connect. Choose from an existing custom field or create a new one by giving it a name and any substitute value. Substitute values are used in the case of data missing when the field code is used, see this article for more detail about field codes.

Once the custom fields have been created, any future reservations which sync from OwnerRez will have the relevant data automatically populated for the reservation (invitation record) and can be used in Memo message templates and guide content. 

 

Step 6. Sync bookings

You can start syncing with OwnerRez. Go to Integrations > Sync bookings and select the guides you want to sync using the checkboxes.

Use the “Select All” option at the top right of the page to select all in one go. Click Sync selected to submit.

Here you can choose whether to import all your future bookings or have Touch Stay only import new bookings. If you are new to Touch Stay then choose “All bookings”. If you are already a user of Touch Stay messaging before you connect your OwnerRez account then it’s best to choose “New bookings only” to prevent duplicate bookings being imported.

Step 7. Guide sharing options

Using the steps below, you can create a custom field in OwnerRez that is automatically populated with the link to each of your guides. You can then add this custom field to your OwnerRez messgas to ensure guests receive the guide that is relevant to their stay.

Step 1. Create the custom field that will store the link to your guide in OwnerRez

From within your OwnerRez account, go to the Settings page on the navigation bar and then scroll down to find “Custom Field Definitions” (it’s in the “Workflow & Devices” section). Click on “+ Create Field Definition”.

Be sure the Type is set to “Booking” and then give your field definition a Name and a Merge Code, then click Save.

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Step 2. In Touch Stay, map the field and activate the sync.

Go Integrations > Sync bookings. Set the “Send links to OwnerRez” option to “Yes” and then from the dropdown, choose the OwnerRez custom field created in Step 1 above. Select which guides are to have the sync active by marking the check boxes or use the “Select All” option at the bottom left to select all. Click Save when ready.

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Step 3. Add the custom field containing your guide link to any relevant message templates in OwnerRez.

Wherever you place this custom field in an OwnerRez message template it will be replaced by the link to your Touch Stay guide when the message is sent out.

Pro-tip: if you add your custom field to a link in your OwnerRez message template then this will create a clickable link for your Touch Stay guide in your OwnerRez message. To do this you will first need to copy your custom field and then use the link icon on the OwnerRez message template toolbar. Select “Custom Web address” for the link Type and then paste your custom field into the URL box.

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Contact  if you need any help in creating message templates and using Custom Field Definitions in OwnerRez.

WARNING: A note about OwnerRez message timing: there will be a slight delay between the booking arriving in OwnerRez and the link being sent back from Touch Stay whilst our respective systems process the booking, generate the link and pass it back. Therefore we recommend NOT adding your "Touch Stay Guide Link" custom field to OwnerRez messages that are sent out as soon as the booking is received. Instead, we recommend sending a message the next day that's dedicated to introducing guests to everything they'll find in your guide book.


OwnerRez also has a unique review page for each booking and you can add links to these to your guide or Memo message templates. The first step is to create a custom field code to hold the unique token from OwnerRez. It’s called the “Form Key” in OwnerRez and this is one of the fields available for mapping to a Touch Stay custom field code.

Head to the Integrations page and then the Custom data mapping tab and choose Add new custom field. In thr OwnerRez fiel choose “Form Key” from the dropdown. Now give your custom field code a name such as review_id and then Save.

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You now need to create the link and insert the custom field code, along with a fixed element from the OwnerRez link shortener. The process is the same whether you’re adding the link to some topic content or a Memo message template. Use the link icon in the text entry box toolbar and in the URL box enter the following – note the review_id element must match exactly with the name you chose for your custom field in the first step:

https://orez.io/v1/r/{{review_id}}

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