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 guidebook link with guests.
- Connect your accounts
- Match properties with your existing Touch Stay guidebooks
- Import any remaining properties
- Check Your Guide Content
- Set up your Memo Message Templates
- Synchronise your reservations
- Connecting custom field codes with Streamline
- Send your guidebook link to guests through Streamline
Step 1. Connect your 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 Account page in your Touch Stay account, then the Integrations 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 any existing guides with Streamline properties
Once connected, you can match any existing Touch Stay guides to your Streamline properties. Use the drop-downs to select the correct Streamline property 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 any remaining properties
On the next screen, you can review the list of unmatched Streamline properties and select those you wish to import. You can import them all, by using the Select All option at the top, or just choose the specific ones you want to import at this time. If you don’t want to import any, or don’t have any remaining, then just click Skip whilst leaving the selections blank.
Touch Stay will import the following and create a guide record for each:
- Property Name
- Property Address
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. Check Your Guide Content
Matching or importing rentals won’t automatically sync reservations from Streamline, so now is the time to check or create the content of your guidebooks and make sure they’re in tip-top shape and ready to share with your guests.
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 guidebook content. If you have mutliple guides, then be sure to read about Tags to get your content set up in the most efficient way.
Step 5. Set up your Memo Message Templates
To send out messages to guests from bookings that come from Streamline you’ll first need to create some message templates using Memo. The bookings from Streamline will then follow your message workflow 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.
You can also connect the reservation confirmation ID and the number of guests and pets from Streamline by using custom field codes and then add them to your Memo templates or guide content. See this article for more detail about field codes and you'll finds detail on how to connect custom field codes with Streamline below.
Step 6. Synchronise your reservations
Once your guide books are ready and Memo or Streamline message templates are in place then you can start syncing with Streamline. The sync settings can be found on the Account page then Integrations tab. Click Settings and then Reservation Sync Settings.
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”. If 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.
If you have selected “All reservations” then all your future dated bookings from Streamlinewill now be imported and will generate invitations in Touch Stay . All future bookings will also now be imported automatically. If you have created Memo message templates then each invitation will have the relevant email or SMS messages scheduled, based on the booking details and your Touch Stay message templates. Each reservation in Streamline will also have the unique link for that guests added to the Reservation Notes field (see below for more details).
Once the sync process is complete you can view the invitations imported from the Memo page Invitations tab.
Step 7. Connecting Custom Field Codes with Streamline
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)
To map your custom fields from Streamline with Touch Stay go to the Account page then Integrations tab. Click Settings and then Custom Field Mapping.
Click on the + New Custom Field button and choose which of the available Streamline fields you wish to bring over and use in Touch stay.
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 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 bookings 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 7. Send your guidebook link to guests through Streamline
You can insert your guidebook link into message templates in Streamline's message inbox to automate guidebook 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 guidebook link for each reservation can be easily sent to each guest.
And remember, you can also use Touch Stay's free email and SMS text message tool, Memo, to have an additional way to share your guidebook link and communicate with guests. Learn more about Memo here