*PMS Integration must be activated by Inn-Flow first. Please contact Support to activate your property for the correct PMS Integration option.*
Choice Download and Import Instructions for Daily Activity
To complete the Choice Daily Activity Import, there are 2 main steps to be completed.
Part 1 is downloading the file.
Part 2 is importing it into Inn-Flow. (not required if subscribed to Bookkeeping Services with Daily Activity)
Part 1:
Within Choice, please run the Back Office Report on a nightly basis using the step-by-step instructions below.
Within the Choice PMS, under Run then select Reports
Under the section for Accounting Reports, select the Back Office Report
Select Submit to download the file. It will automatically download in .txt format.
Part 2: (not required if subscribed to Bookkeeping Services with Daily Activity)
Within Inn-Flow, go to 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 file saved from Part 1 above.
The next screen should appear as below. Select Upload.
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. Please OK to continue.
You will 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.
If you receive a pop-up like below, stating that there are auto-import errors, select OK.
Please contact Support so that we can take care of the error so that it imports correctly moving forward.
From there, select the Upload Docs button to import the PDF reports. This version of the reports is helpful for reference or any review that may be needed.
Complete the Night Audit Checklist and then Approve & Next to move forward to the next day.
Review the link below to resolve or contact Customer Support by emailing [email protected].