PMS Integrations Overview

Connect HelloShift to your Property Management System (PMS) to automatically sync guest reservations, room status, and housekeeping data.

Overview

Supported PMS Systems

HelloShift integrates with 20+ Property Management Systems directly, plus additional systems through integration hubs.

Direct Integrations

Hub Integrations

Through Hapi (integration hub):

• Agilysys

• ASI

• AutoClerk

• HotelKey

• Infor HMS

• SMS Host

• Shiji

• SynXis

• Visual Matrix

Through SiteMinder:

• 14+ additional PMS systems

Integration Capabilities

Guest Import

What syncs from PMS:

• Guest name (first and last)

• Phone number and email

• Arrival and departure dates

• Room number(s)

• Confirmation number

• Booking source (OTA/direct)

• Guest status (confirmed, checked-in, checked-out)

• Special requests and notes

• VIP status

Guest status mapping:

Room Status Sync

What syncs:

• Room number and type

• Cleaning status (clean, dirty, inspected)

• Occupancy status (occupied, vacant)

• Out of order/service status

Direction:

Charge Posting

Post guest shop orders directly to their PMS folio (available PMS only):

• Cloudbeds: Full support

• StayNTouch: Full support

• Impala: Full support

• Others: Manual posting required

Connecting Your PMS

OAuth-Based Systems (Self-Service)

For Cloudbeds, Mews, and StayNTouch:

1. Go to Admin > Integrations

2. Select your PMS from the dropdown

3. Click Connect to [PMS Name]

4. Log in to your PMS account

5. Authorize HelloShift

6. Properties are automatically discovered

Invite Code Systems

For Beds24:

1. Log in to your Beds24 account

2. Go to Settings > Account Access

3. Generate an Invite Code

4. In HelloShift, go to Admin > Integrations

5. Select Beds24

6. Enter your Invite Code

7. Click Connect

API Credential Systems

For WebRezPro, miniHotel, Maestro, and others:

1. Contact HelloShift support (support@helloshift.com)

2. Provide your PMS credentials:

   • Hotel ID or Property Code

   • API Username/Password (if applicable)

   • Endpoint URL (if applicable)

3. Support completes the integration

Hub Integrations

For Hapi-connected or SiteMinder-connected PMS:

1. Contact HelloShift support

2. Support coordinates with the integration hub

3. No direct PMS credentials needed

Room Mapping

After connecting your PMS, map rooms between systems.

Automatic Room Mapping

1. Go to Admin > Integrations

2. Click Sync Rooms from PMS

3. HelloShift creates rooms matching your PMS

Manual Room Mapping

If room names differ between systems:

1. Go to Assets & Tags > Rooms

2. For each room, set the PMS Room ID field

3. This links the HelloShift room to the PMS room

Mapping Best Practices

• Keep room names consistent between systems

• Re-sync after adding rooms in PMS

• Verify mapping after connection changes

Sync Frequency

Automatic Syncs

Manual Syncs

Force an immediate sync:

1. Go to Admin > Integrations

2. Click Sync Now (if available)

PMS-Specific Features

Cloudbeds

Full-featured integration:

• Real-time webhooks for instant updates

• Charge posting for shop orders

• Availability and rate queries

• Multi-property support via OAuth

Mews

Enterprise-ready:

• OAuth via Mews Marketplace

• Department sync to HelloShift

• Comprehensive reservation data

• Room status bidirectional sync

StayNTouch (Rover)

Contactless-focused:

• Pre-check-in data sync

• Payment card integration

• Automatic check-in triggers

• Shift4 payment support

Beds24

Vacation rental optimized:

• Token-based refresh

• Multi-property support

• Paginated booking import

• Door code sync capability

OHIP (Opera Cloud)

Enterprise Oracle integration:

• Guest profile enrichment

• Departure tracking

• Corporate account support

What Doesn't Sync

Limitations

PMS as Source of Truth

Your PMS remains the primary system for:

• Reservations and bookings

• Rate management

• Inventory and availability

• Guest folios and billing

HelloShift is optimized for:

• Guest communication

• Housekeeping management

• Staff collaboration

• Contactless check-in

Troubleshooting

Guests not importing

Possible Causes:

• PMS connection expired

• Credentials incorrect

• No reservations in date range

• PMS sync error

Solutions:

• Reconnect PMS (re-authorize OAuth)

• Verify credentials with PMS support

• Check PMS has upcoming reservations

• Contact support@helloshift.com

Room status not updating

Possible Causes:

• Room mapping incorrect

• PMS doesn't support room sync

• Sync hasn't run yet

Solutions:

• Verify room mapping in settings

• Check PMS capabilities (see table above)

• Wait for next automatic sync or trigger manual sync

Duplicate guests appearing

Possible Causes:

• Multiple reservations for same guest

• PMS sending duplicates

• Phone/email variations

Solutions:

• Merge duplicate guest records in HelloShift

• Review PMS data for duplicates

• Standardize guest contact info in PMS

Connection keeps disconnecting

Possible Causes:

• OAuth token expired

• PMS password changed

• API access revoked

Solutions:

• Reconnect via OAuth

• Update credentials if changed

• Verify API access in PMS settings

Webhook not receiving updates

Possible Causes:

• Webhook URL not configured in PMS

• Firewall blocking requests

• PMS webhook feature not enabled

Solutions:

• Verify webhook URL in PMS settings

• Check with PMS support for webhook setup

• Confirm webhook feature is included in PMS plan

Reservation mismatch between HelloShift and PMS

Symptom: The reservation in HelloShift shows different data than what appears in your PMS.

Diagnosis:

1. Check the Last Synced At datetime on the guest record

2. If the timestamp is not recent, the reservation may be out of date

Solutions:

• For pull-based PMS: Go to Guest > Import and click Import from [PMS Name] to fetch the latest reservation data

• For push-based PMS: Make a small, harmless change to the reservation in your PMS (such as updating a note) to trigger the PMS to push the updated reservation

After syncing, verify the Last Synced At timestamp has updated. If discrepancies persist after a fresh sync, contact support@helloshift.com with the guest name and reservation ID.

Requesting a New Integration

If your PMS isn't listed:

1. Contact support@helloshift.com

2. Provide:

   • PMS name and vendor

   • API documentation (if available)

   • Your use case

3. We'll evaluate and provide timeline

Popular requests are prioritized for development.

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