Step 1
Request your API Client ID, Client Secret and Shortname from eviivo.
Step 2
In your
Operto Teams account, navigate to
Setup --> System Settings, scroll down to the
API Connections section and click the
Add API Connection button.
Step 3
Click the Eviivo logo.
If you are currently using Operto Teams and switching to eviivo from another property management system, follow the below steps
Step 4
Property Matching
Merge the eviivo feeds into previously setup properties.
Navigate to Setup --> Properties.
Filter by Region: Region not Assigned.
For each property, use the Merge Feed To dropdown and select the previously set up property
Step 5
Master Calendar Review
With both feeds active, the new bookings should exactly match the old. The Master Calendar will allow you to easily review for import errors.
Step 6
New Task updating
The new bookings created new tasks. Use the Scheduling Calendar to schedule the new tasks and upate any notes - to match the old tasks schedules and notes.
Step 7
Request old booking Removal
Email help-teams@operto.com to request your old bookings be removed from the calendar.
IMPORTANT
Check your Master Calendar for accurate properties and bookings.
Troubleshooting Tips:
1. Search eviivo in our knowledgebase to see any specific statuses or requirements for import.
2. Use Setup --> Properties, Actions button, Request Pull from eviivo to retry the import.
3. Contact help-teams@operto.com so we can help to troubleshoot.