Guide level data mapping with OwnerRez

The OwnerRez integration allows you to connect any custom OwnerRez data fields (called 'custom field definitions') created in OwnerRez to Touch Stay and have that data automatically populated in your guides.

There are 2 different ways to connect your OwnerRez data to your Touch Stay content.

1. Connect OwnerRez data fields to a Touch Stay custom fields. This is perfect for things such as the WiFi password, that you will want on all of your guides as part of the WiFi topic. Once the data field is mapped in Touch Stay, you simply add the custom field into your topic content and the WiFi password will change dynamically for each guest based on the property they are staying at. You can learn more about using field codes in this article.

2. Connect OwnerRez data to Touch Stay topics and automatically create a customisation for that topic for the relevant guide. This can be combined with setting a visibility rule to only have that topic show on guides where there is data present. This option is more suitable for longer form content in OwnerRez and especially if that data is not present on every property, such as specific appliance or amenity instructions.

Setting up new data mappings

Go to Integrations > Map data and click on the '+ Add new mapping' button. From here, choose the data in OwnerRez that you would like to map to Touch Stay. Choose the mapping type that you would like to make for this data, the options are 'Guide custom field' or 'Topic customisation'.

If you select Guide custom field - from here you can choose an existing custom field code or create a new one by using the "+ New custom field" button, 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 for more detail about field codes.

If you select Topic customisation - from here you can then select the topic to map this data to (the dropdown allows searching too, just type the topic name). This will then create a customisation for that topic on each guide with the relevant content from each property in OwnerRez. The final option is to set any visibility override rule required for this data. This option allows you to have a topic show on a guide depending on whether it has some content for that data point in OwnerRez. There are 3 options for the visibility override rule and the choice depends on whether this content is present on every property in OwnerRez and your preferred tag set up:

None - the simplest option and the sync process will not make any changes to the visibility rule and this topic will show on each guide based on its active tags. Use this option if the data will always be present in OwnerRez or you have a generic version of the content for that topic added to Content Hub, which you would like to show in the absence of property specific content in OwnerRez.
Hide topic if content is blank - this option is best if the content for this data point is not always present in OwnerRez and you want the topic to be hidden on those guides with no content. During the sync process, if a OwnerRez property has no data for the mapped topic, then the visibility override rule will be set to Always Hide and the topic will not show on that guide.
Show topic if content is not blank - very similar to the above option, but it works the opposite way and sets Always Show on topics for a guide if they have some content in OwnerRez. Use this option if you set your optional topics to have no tag in Content Hub, then when data syncs from OwnerRez the topic will always show on that guide.

Syncing the guide data

The property data will sync between OwnerRez and Touch Stay automatically once every 24 hours but you can also manually trigger the sync to run at any time.

To force a sync go to Integrations > May data and click the 'Resync guide data' button. This may take some time if you have many guides and many data points mapped. The time it takes to update will vary based on how many fields you have mapped. If you need to just update a single guide with some changes to data in OwnerRez then this can be done from the Guide Details tab for that guide within the Guide Custom Fields section. Use the "Edit" button and then "Resync OwnerRez data".

Data sources in OwnerRez

Any 'custom field definitions' that you have created in OwnerRez can be imported into Touch Stay and mapped to your guides.

There are two types of 'custom field definitions' available in OwnerRez:

Booking information links to invitations created when you have synced bookings with your Touch Stay account. This data dynamically adjusts for each guest.
Property information can be mapped to your guides, to save recreating information about your properties that you have already added in OwnerRez.