TrackHS Connection Instructions
Step 1
Log into your TRACK account and navigate to Configuration --> Company Setup --> API Keys.
Click the + Server Keybutton
Retrieve the Server API Key and Secret
Click the + Server Keybutton
Retrieve the Server API Key and Secret
Step 2
Navigate to Configuration --> Distribution Channels --> VRScheduler.
Retrieve your endpoint from any key.
Example: https://YOURCOMPANY.trackhs.com/api/pms/
Retrieve your endpoint from any key.
Example: https://YOURCOMPANY.trackhs.com/api/pms/
Step 3
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 4
Click the TRACK logo.
Step 5
Enter your TRACK API Key.
If you are currently using Operto Teams and switching to TrackHS from another property management system, follow the below steps
Step 5
Property Matching
Merge the TrackHS 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 TrackHS 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 6
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 7
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 8
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 TrackHS in our knowledgebase to see any specific statuses or requirements for import.
2. Use Setup --> Properties, Actions button, Request Pull from TrackHS to retry the import.
3. Contact help-teams@operto.com so we can help to troubleshoot.