Tokeet Connection Instructions
Step 1
Log in to your Tokeet account, go to Account Info
Step 2
In the API Keys Area click the + Create button.
Step 3
Name your API Key and click the + Create button. .
Step 4
Click the + Copy button to copy your API Key.
Step 5
Obtain your Account ID from further up in the page.
Step 6
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 7
Click the Tokeet logo.
Step 6
Enter your Tokeet Account ID and API Key from Steps 4 & 5.
If you are currently using Operto Teams and switching to Tokeet from another property management system, follow the below steps
Step 7
Property Matching
Merge the Tokeet 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
Merge the Tokeet 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 8
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.
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 9
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.
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 10
If your old property management software used an API connection, deactivate the old connection in Setup -> System Settings and then you will need to make unnecessary Bookings InActive. The easiest way to do this is on the Bookings page.
IMPORTANT
Check your Master Calendar for accurate properties and bookings.
Troubleshooting Tips:1. Search Tokeet in our knowledgebase to see any specific statuses or requirements for import.
2. Use Setup --> Properties, Actions button, Request Pull from Tokeet to retry the import.
3. Contact help-teams@operto.com so we can help to troubleshoot.