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Visual Matrix Cloud - How to Setup Auto-Import

Visual Matrix Instructions

As part of the Night Audit process, there are 2 files that should be setup to email to Inn-Flow once audit is ran.


Part 1 – Email Address Setup (only done one time)

We first must add the Inn-Flow email address to the Email Directory in Visual Matrix for the property. Click on the User Settings in the blue header then Add.

In the Name, type Inn-Flow. In the Email, fill in the below email address:

HID#[email protected] (Each hotel has its own email, do not use this one)

Then select the Daily Report and Mkt Seg then Save.


Part 2: Generate Reports (must be done nightly)

Moving forward, as part of the Night Audit process, follow the below instructions:

Under Accounting > Night Audit > After the Run Audit process is over, you’ll be taken to the Reprint Reports tab.

In the Reprint Reports page, for both the Daily Report and the Market Segment Report:

Check the Email checkbox then change the Email Format from PDF to MSExcel

Previous Screen:

Updated Screen:

Then select Generate Reports

By selecting the Generate Reports button, the files selected are emailed to the email address setup in Part 1 of the instructions.

Be sure to complete the Generate Reports steps on a nightly basis in order for the files to be sent to Inn-Flow.

In Inn-Flow, wait approximately 1 hour for the files and information to appear in Inn-Flow.

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