Streamline Integration

5 min. readlast update: 05.08.2024

Connect your Touch Stay and Escapia accounts to import Escapia property & reservation data into your guides and make it easier to share guides with your guests.

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Complete the following steps using the tabs on this page to complete the integration:
  • Step 1: Connect your Touch Stay & Streamline accounts
  • Step 2: Match Streamline properties
  • Step 3: Import Streamline properties
  • Step 4: Complete guide creation (new Touch Stay customers only)
  • Step 5: Personalisation settings
  • Step 6: Sync reservations
  • Step 7: Sharing guide links through Streamline

Step 1. Connect your Touch Stay & Streamline accounts

You will need your Streamline API Integration Token and Integration Secret to get started. Log in to your Streamline account and click 'Self Service Onboarding' from the main menu.

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Use the search box to find Touch Stay. Click 'GET TOKENS' and follow the steps to complete the activation. You will then be presented with your Integration Token and Integration Secret.

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Next, come back to Touch Stay go to Integrations and click Connect under the Streamline logo. Paste your Streamline integration token and integration secret into the boxes and click 'Save'.

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Step 2. Match Streamline properties

You can now match existing Touch Stay guides to your Streamline properties. Go to Integrations > Match and use the drop-downs to match the correct Streamline property for each Touch Stay guide. When the matching is complete, click 'Match selected'. 

 

Step 3. Import Streamline properties

If you have any remaining unmatched properties from Streamline, go to Integrations > Import. Click the remaining properties you want to import and click ‘Import selected’.
 

Each imported property will create a new Touch Stay guide and populate them with the following details from Streamline:

  • Property Name
  • Property Address 

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

  • Guest first name (Text)
  • Guest last name (Text)
  • Arrival date (Number)
  • Departure date (Number)
  • Guest contact phone number* (Number)
  • Guest contact email address* (Text)

 *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.

The following Streamline reservation data fields are also available through the integration. They are optional and can be manually mapped to a Touch Stay custom field: 

  • Number of guests (Number)
  • Pets (Yes or No)
  • Confirmation ID (Text)

 To connect any of these optional data fields to Touch Stay custom fields go to Integrations > Map data and click the '+Add new mapping' button. 

 

From here you can select the Streamline 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 Streamline 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 reservations

Sync Streamline reservations with your Touch Stay account and complete the integration.

Here you can choose whether to import all your existing reservations or only import new reservations. 

  • If you are new to Touch Stay and not using the Memo messaging tool then choose 'All reservations'.

  • If you are already using the Memo messaging tool, then choose 'New reservations only'  to prevent duplicate Memo messages being sent to existing reservations.

If you have selected 'All reservations' then all existing reservations from Streamline will now be imported and the unique guide link of each one will be passed back into Streamline.

To complete this step, go to Integrations > Sync reservations and select the guides you want to sync using the checkboxes. Use the ‘Select all’ option to select all in one go. Click 'Sync selected'.

Note: The Streamline integration will pull in any reservations that are confirmed bookings. 

Step 7. Sharing guide links through Streamline

By activating the sync, a data field called Reservation: TouchStay Custom Information will automatically be created in your Streamline account. This data field contains a trackable guide link that's unique for each reservation.

You can add this data field to an existing or new automated message in Streamline, so every guest can access a guide that has been personalised with their reservation details.

Warning: A note about Streamline message timing: there is a slight delay between the booking arriving in Streamline 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 the Reservation: TouchStay Custom Information custom field to Streamline messages that are sent out as soon as the booking is received. Instead, we recommend adding a message ~1 hour later or perhaps the next day that's dedicated to introducing guests to everything they'll find in your guide book.

 

 

 

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