Manual Import for Visual Matrix

Use these steps if the Visual Matrix files have not imported, or if you need to import files for prior days.

The two night audit reports needed in EXCEL format are:

To complete the Visual Matrix Daily Activity Import, there are 2 main steps to be completed.

Part 1 is downloading the Excel files.

Part 2 is importing the Excel files into Inn-Flow

Part 1:

Within Visual Matrix, run the below reports and save these in Excel Format

Part 2:

Within Inn-Flow, go to Accounting > Daily Activity Entry.

Select Import.

Select the Upload/Import PMS button.

Select Upload on the top-right of the page.

Select Choose Files and select the three XML files saved from Part 1 above.

Select Upload. You should get three green checks on the left side.

You can expand the blue Upload Log on the right if there is an error. This will show if any reports do have an error.

Then select the Import button on the top-right of the page to import the data:

This will remove any previously entered data and overwrite it per the reports. Select OK to continue.

You’ll receive a pop-up when your files have been imported successfully! Select OK.

Then select Close on the top-right of the screen to proceed back to Daily Activity Entry.

Auto Import Errors occur when a new code has been used that has not been previously created or mapped. Once you map the new code, it will import correctly moving forward.

Complete the Night Audit Checklist and the Approve & Next button.