Streamline Integration

Touch Stay integrates with Streamline so you can take the manual workload out of your day. Connect your Touch Stay and Streamline accounts to import your property inventory, sync reservations and easily share your guide link with guests.

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• 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 5: Guide sharing options
• Step 6: Sync reservations

Step 1. Connect your Touch Stay & Streamline accounts

First, you need to obtain your API details from Streamline.

• Log in to your Streamline account and navigate to the Self Service Onboarding from the main menu.

• Next, find Touch Stay by using the Search box or scrolling down. To enable the integration click GET TOKENS and follow the steps to complete the activation. You will then be presented with your Integration Token and Integration Secret.

• Once you have your API token and secret from Streamline, go to the Integrations page in your Touch Stay account, go to the Partners tab and click “Connect”underneath the Streamline logo. 
• Copy and paste your Streamline integration token and integration secret into the boxes and click Save. If you need to reveal the token and secret again in Streamline, use the SHOW TOKENS button.

Step 2. Match Streamline properties

Step 3. Import Streamline properties

Touch Stay will import the following and create a guide record for each:

• Property Name
• Property Address 

Each unit imported will create a new Touch Stay guide.

During the import process you will see a blue progress bar. If you have a lot of properties it may take several minutes to complete, if you prefer, you can just click away and come back later to check on the progress. Perfect time to go and make a cup of tea ☕.

Once the process has finished your connection with Streamline will be complete!

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

Step 5. Personalisation settings

You can connect custom field codes created in Touch Stay to additional fields through the Streamline. This will then mean any values/data for these fields set in Streamline will pass into Touch Stay and can be added to your Memo message templates and guide content. The available fields and their data types are as follows:

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

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.

 

Next, choose a name for your custom field code 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. Click Save when done. Repeat this step for any other available field code you want to map over to Touch Stay.

Once the custom fields have been created, then any future reservations which sync from Streamline will have the relevant data automatically populated on the invitation record. That data will then show in your Memo messages or guide content, wherever you have placed the custom field code.

Step 5. Guide sharing settings

There are two main ways to send your guide link to guests with the Streamline integration.

1. You can insert your guide link into message templates in Streamline's message inbox to automate guide link sharing with your guests for each reservation. Simply drop the field code Reservation: TouchStay Custom Information into any Streamline message template to set this up. Once this is done your guide link for each reservation can be easily sent to each guest. 

2. You can also send messages to guests over email or text message through Memo, Touch Stay's messaging tool. The reservations from Streamline will then follow your message workflow you setup and any default settings as defined by the templates that you create.

See the Memo help articles for how to add message templates and create a notification journey for your guests.

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.

Step 6. Sync reservations

Here you can choose whether to import all your future reservations or have Touch Stay only import new reservations.

• If you are new to Touch Stay then choose “All reservations”. I
• f you are already a user of Touch Stay messaging before you connect your Streamline account, then it’s best to choose “New reservations only” to prevent duplicate reservations being imported.

This process can take several minutes to complete depending on the number of reservations active in your Streamline account. There's a progress bar but you can click away from the screen and come back to check on progress later.

The Streamline integration will pull in any reservations that are confirmed bookings. Keep in mind that we only import reservations that have an email adddress, phone number or both.