Changes

Jump to navigation Jump to search

Make

14,431 bytes added, 09:58, 26 October 2023
[[Category:Apps]]
[[Category:Automation]][[Category:Use_Cases]]<div class="heading">Make (formerly Integromat)</div> ''This page is about the menu {{#fas:cog}} (SETTINGS->) APPS & INTEGRATIONS->INTEGROMATMAKE and explains how to connect and what you can do with the connection.
'''+++++This function is in beta testing++++'''  To use this service you will need an account with [https://www.integromatmake.com/en/register?pc=beds24 IntegromatMake].
For Beds24 the normal channel manger fees apply.
== Capabilities ==
Within Integromat Make you can connect Beds24 to third party Apps and services. Beds24 will then send booking data to Integromat Make which will be passed on to the services you connected to
== Limitations ==
=== Beds24 ===
*Set up an Auto Action ({{#fas:cog}} (SETTINGS-) GUEST MANAGEMENT-> AUTO ACTIONS) which selects the bookings which will be sent to IntegromatMake. Set "Trigger Action" = automatic.*Select the Auto Action which you want to use for IntegromatMake. The Auto Action must be created by the Account which owns the property, actions linked from other accounts cannot be used.*Tick the rooms for which you want to send bookings. Only bookings from rooms enabled for Integromat Make and which meet the trigger conditions in the Auto Action will be sent.*Create an apiKey of 16 or more characters and save it. API access must be allowed in the menu ({{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS).*Choose your send strategy, bookings can be sent continuously, repeatedly, once only or after each modification.*A default set of booking information is sent to IntegromatMake, this can be customized by specifying the fields you want to send, one per line at the setting "Data fields". See below for a set of all fields. ====Send Strategy====The following options are available for the booking send strategy.*Once only - send the booking once and never again, even if modified.*Whenever modified - send bookings if they have been modified.*Repeated - send bookings repeatedly with the last modified time of the booking. *Continuously - send bookings repeatedly with the last modified time set to the current time. This will force Make to re-import the bookings with every read.
=== Integromat Make ===*Create an Integromat Make account at [https://www.integromatmake.com/en/register?pc=beds24 IntegromatMake].
*Search for the Beds24 App.
*Connect the Beds24 App to your scenario and enter the apiKey you created and the Beds24 Property Id.
*The advanced section of the Integromat connection form has eight template fields where you can enter Beds24 Template Variables, these will be calculated and returned with each booking. The matching "template" data field must be specified at the data fields setting to enable these fields. (template1 etc.)
<embedvideo service="youtube">https://youtu.be/Qcy6vxVr_w4ULn_WKNKOk8</embedvideo>
*Select the trigger "watch bookings" and map the data into your scenario as you require.
*Make sure to set the limit value in "watch bookings" high enough to allow Make to process all the bookings you expect to be in the data. If you leave it at 1, only the first booking in each trigger will be processed.
*When prompted to "Choose where to start", select the "All" option.
[[File:Integromat_choose_where_to_start.png]]
 
==== Send template variables to Make====
The advanced section of the Make connection form has eight template fields where you can enter Beds24 Template Variables.
 
The matching "template" data field must be specified in Beds24 as one of the Make data fields to enable the field. (template1 etc.).
 
The Template Variable will be calculated and it's value sent to Make with the booking.
 
 
<embedvideo service="youtube">https://youtu.be/rwI8_Eijeuw</embedvideo>
 
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Make provides [https://partners.integromat.com/?utm_source=sendy&utm_medium=email&utm_content=subject-a&utm_campaign=0520-newsletter list of developers] who can help with integrations.
 
*Make sure the "Make" App Limit can process the maximum number of bookings you expect to be sent for each trigger, especially if you are sending the bookings one time only, more bookings than the limit value will not be processed.
== How it works ==
In Integromat Make you create a scenario which automates tasks for you. A scenario is comprised of a series of modules that indicate how data should be transferred and transformed between Beds24 and other apps/services.
Bookings are sent from Beds24 to Integromat Make when the room is enabled and the booking meets the trigger condition in the selected auto action. If you have multiple properties enabled for Make and the auto action applies to their bookings, those bookings will also be sent.Bookings which were sent will appear in Integromat Make via the "watch bookings" trigger.
These bookings will then be automatically transferred from Integromat Make to the apps/services in your Integromat Make scenarios. Make triggers the booking read when the scenario runs, they are not pushed from Beds24.
== Data Fields ==
If the data fields setting is left empty, a default set of information will be sent about each booking.
If the data fields setting is used, only the booking number, modifiedTime and the fields specified are sent to IntegromatMake.
Data field values must be specified one per line.
 
<embedvideo service="youtube">https://youtu.be/jQAo4J6YVAI</embedvideo>
Possible values are:
<code>groupId roomId roomName unitId unitName status checkIn checkOut lastNight numAdult numChild guestTitle guestFirstName guestLastName guestComments guestArrivalTime guestEmail guestPhone guestMobile guestCompany guestAddress guestCity guestState guestPostCode guestCountry guestCountry2 lang originalBooking originalOTA originalReferer referer notes reference custom1 custom2 custom3 custom4 custom5 custom6 custom7 custom8 custom9 custom10 offerId voucher flagColor flagText bookingTime invoice invoiceCharges invoicePayments totalCharges totalPayments totalBalance price tax deposit commission rateDescription template1 template2 template3 template4 template5 template6 template7 template8 </code>
== Common Problems ==
'''Some bookings are not processed'''
Make sure to set the limit value in "watch bookings" high enough to allow Make to process all the bookings you expect to be in the data. If you leave it at 1, only the first booking in each trigger will be processed.
 
'''Only new/recently modified bookings are processed'''
Make sure the "Choose where to start" option is set to "All". This option can be changed by going to the "Scenarios" tab in Make and right clicking the Beds24 Watch Bookings module.
[[Image:Integromat_choose_where_to_start_menu.png|450px|link=]]
[[Media:Integromat_choose_where_to_start_menu.png|view large]]
== Disconnect==
Untick "Bookings" to stop sending bookings.
 
== Examples ==
===Sample Scenarios===
Make provides a range of sample scenarios at https://www.make.com/en/integrations/beds24?fromImt=1&pc=beds24.
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
=== Create a Subaccount from a Google Form ===
</div>
<div class="mw-collapsible-content">
 
1. Create the Google form(https://docs.google.com/forms/u/0/) , you will need to at least “request” on the form
 
a)Username
 
b)Email
 
c)Password
 
 
2. Go to Make and create a scenario, start with a Google Forms, and set it to “Watch Responses”
 
[[Image:integromat_subaccount1.png|650px|link=]]
[[Media:integromat_subaccount1.png|view large]]
 
 
3. Set the connection ( you will need to Allow Make to access your Google account),
 
a) Choose the “File” this is the same name you gave your “Form” in Google forms.
 
b) Worksheet, Google forms should create a worksheet in your Google drive, you need to select this here.
 
c) Maximum number of returned rows, Here, set the maximum number of results that Make will work with during one cycle, You can set this to one, we will make this scenario constantly checking for new responses.
 
[[Image:integromat_subaccount2.png|650px|link=]]
[[Media:integromat_subaccount2.png|view large]]
 
 
4. After this, it will ask you to “Select the first row” this means the row you want Make to start checking the worksheet, it should normal be set to number”2” because the first row is used for the column names.
 
 
5. Now we will need to add another module, add the “Json” module and set it to “Create Json”
 
 
6. You will need to add a “Data Structure.
 
a) Click on “Add”
 
b) “Name the data structure” and click on “Generator”
 
c) Leave the “Content Type = Json
 
d) On the Sample Data insert
 
{
"authentication": {
"apiKey": "apiKeyAsSetInAccountSettings"
},
"createAccount": [
{
"username": "username",
"password": "password",
"apiKey": "YourKeyToUseForTheNewAccount",
"email": "[email protected]",
"role": "0",
"systemEmails": "0",
"bookingEmails": "0",
"bookingReplyto": "0"
}
]
}
 
[[Image:integromat_subaccount3.png|650px|link=]]
[[Media:integromat_subaccount3.png|view large]]
 
*Click on “Save”, you should now see the original “window” with your data structure and it should have a “Authentication” box where you need to insert the API key,
 
[[Image:integromat_subaccount4.png|650px|link=]]
[[Media:integromat_subaccount4.png|view large]]
 
*You need to set the API key you have set under Settings -> Account - > Account Access
 
*Click on “Add Items” under Create Account in Make, here you will need to add the variables into the correct fields.
 
**Leave the “API” field empty, the fields
***Role
***systemEmails
***bookingEmails
***bookingReplyto
**Can be manually filled by you conform your requirements, for information about this fields please have a look at this page, https://api.beds24.com/json/createAccount
 
 
After you have done this, click on “Add” and than click on “Ok”.
 
Now we are going to create another module.
 
*Set the module HTTP, and set this to “Make a Request”
 
**Set the:
***URL: https://api.beds24.com/json/createAccount
***Method:Post
***Header: Leave blank
***Query String: Leave blank
***Body Type: Raw
***Content Type: JSON
***Request Content: JSON String ( Its a variable you need to drag and drop).
 
[[Image:integromat_subaccount5.png|650px|link=]]
[[Media:integromat_subaccount5.png|view large]]
 
 
Click on “OK” and you are ready to test this scenario,
 
Open you Google form and insert some information, “username / Email and password” this will be added to row 2 on your worksheet, go to Make and click on “Run Once” it will insert this user as a sub account into your Beds24 account.
 
</div>
</div>
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
=== Sending Push Notifications for Bookings to your Google Chrome/Account ===
</div>
<div class="mw-collapsible-content">
1. After you setup your Beds24 module in Make ( showing in this video https://wiki.beds24.com/index.php/Integromat.com#Integromat) set the Google Chrome module.
 
[[Image:push1.png|650px|link=]]
[[Media:push1.png|view large]]
 
2. Click on “Add This Chrome” and install the Make google chrome plugin.
 
[[Image:push2.png|650px|link=]]
[[Media:push2.png|view large]]
 
3. Click on “Add to Chrome” to install the plugin
 
[[Image:push3.png|650px|link=]]
[[Media:push3.png|view large]]
 
4. Copy the Registration Code
 
[[Image:push8.png|650px|link=]]
[[Media:push8.png|view large]]
 
 
5. Paste the Registration code on the Chrome module in Make
 
[[Image:push4.png|650px|link=]]
[[Media:push4.png|view large]]
 
6. Create the message you want to send , you can use the Beds24 Template variables that show in Make
 
[[Image:push5.png|650px|link=]]
[[Media:push5.png|view large]]
 
7. Once a new booking is created, Intergomat send a notification to your Google Chrome/Account
 
[[Image:Push6.png|650px|link=]]
[[Media:Push6.png|view large]]
 
[[Image:push7.jpg|650px|link=]]
[[Media:push7.jpg|view large]]
</div>
</div>
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
 
=== Collect Guest details from a Google Form ===
 
</div>
<div class="mw-collapsible-content">
 
 
If you want to collect additional guest information ( or update the current information) and add this to the booking, you can do this using a Google Form and Make.
Setup a google form with the information/questions you want to collect from a guest, and using Make we will get the response from the form and insert into the correct booking.
In this example we will show you how to collect additional guests information like “First name, Last Name, address, city, postcode and country. And insert this into the corresponding field of the booking
 
1. Setup a new google form and name this “Guests Information”
 
Create the questions
 
a. Booking ID
 
b. First Name
 
c. Last Name
 
d. address
 
e. city
 
f. postcode
 
g. country
 
 
[[Image:Guestinfofromdoc1.png|650px|link=]]
[[Media:Guestinfofromdoc1.png|view large]]
 
 
2. Click on “Responses”, and than click on the “Excel Icon”
 
[[Image:Guestinfofromdoc2.png|650px|link=]]
[[Media:Guestinfofromdoc2.png|view large]]
 
3. Select “Create a new Spreadsheet” and click on “create”
 
[[Image:Guestinfofromdoc3.png|650px|link=]]
[[Media:Guestinfofromdoc3.png|view large]]
 
 
4. Log into Make, and start a new Scenario, the first module we are going to need is Google Forms and set this to “Watch Responses”.
 
4.1. Set the connection ( you will need to Allow Make to access your Google account),
 
a. Choose the “File” this is the same name you gave your “Form” in Google forms.
 
b. Worksheet, Google forms should create a worksheet in your Google drive, you need to select this here.
 
c. Maximum number of returned rows, Here, set the maximum number of results that Make will work with during one cycle, You can set this to one, we will make this scenario constantly checking for new responses
 
 
[[Image:Guestinfofromdoc4.png|650px|link=]]
[[Media:Guestinfofromdoc4.png|view large]]
 
 
4.2. After this, it will ask you to “Select the first row” this means the row you want Make to start checking the worksheet, it should normal be set to number ”2” because the first row is used for the column names.
 
 
5. Now we will need to add another module, add the “Json” module and set it to “Create Json”
 
[[Image:Guestinfofromdoc5.png|650px|link=]]
[[Media:Guestinfofromdoc5.png|view large]]
 
6. You will need to add a “Data Structure.
 
a. Click on “Add”
 
b. “Name the data structure” and click on “Generator”
 
c. Leave the “Content Type = Json
 
d. On the Sample Data insert
 
 
{
"authentication": {
"apiKey": "apiKeyAsSetInAccountSettings",
"propKey": "propKeyAsSetForTheProperty"
},
"bookId": "12345678",
"guestFirstName": "Joe",
"guestName": "Smith",
"guestAddress": "1 Big Street",
"guestCity": "London",
"guestPostcode": "EX 1234",
"guestCountry": "United_Kingdom"
}
 
 
6.1. Click on “Save”, you should now see the original “window” with your data structure and it should have a “Authentication” box where you need to insert the API key
 
6.2You will also need to add the correct “Google form” variables into the corresponding fields., just like the image below
 
[[Image:Guestinfofromdoc6.png|650px|link=]]
[[Media:Guestinfofromdoc6.png|view large]]
 
7. Next Add a new module, you need a HTTP module and set this to “Make a Request”
 
Set the:
a. URL: https://api.beds24.com/json/setBooking
b. Method:Post
c. Header: Leave blank
d. Query String: Leave blank
e. Body Type: Raw
f. Content Type: JSON
g. Request Content: JSON String ( Its a variable you need to drag and drop).
 
[[Image:Guestinfofromdoc7.png|650px|link=]]
[[Media:Guestinfofromdoc7.png|view large]]
 
7.1 Click on safe, now go to your google form, fill in the form with a actual Booking ID ( make sure it is a “test” booking) after you do this go back to Make and click on “Run Once”, it should get the responses and insert the information into the Booking.
 
</div>
</div>
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
=== Send a booking to Make and set a Info Code===
</div>
<div class="mw-collapsible-content">
Due to a combination of some settings and or specific modules in Make sometimes Make can miss out on bookings sent to Make.
 
If this happens on a frequent basis we recommend that you setup Beds24 to continuously send the bookings to Make, once the bookings is correctly picked up by Make you can setup a Json module to create a code ans set a info code in the Booking in Beds24 using the API.
 
This way once a booking is correctly sent it will contain the Info code and based on this info code you can filter out this booking the next time it is sent to Make stopping the bookings from going thru any other modules in Make.
 
Each customer has its own Make module setup and so it is hard to create a scenario valid for everyone, however the only thing we need to setup is 2 modules a Json module to create the Json code and a HTTP module to send the code to Beds24 to set the info code.
 
Have a look at the following video to understand how the sequence will work,
 
<embedvideo service="youtube">https://youtu.be/LZp-Dau_MGc</embedvideo>
 
*** Beds24 Setup.
 
1. Under Settings > Apps & Integrations > Integromat, set the "Send strategy=Continuously"
In the Data fields set all the necessary fields that you need to pass from Beds24 to Make, it is required that you set a "template" field (template1), we are using this to pass the Info code to Make.
 
Make Setup.
 
Json Module,
 
You will need the following Data Structure,
 
{
"authentication": {
"apiKey": "apiKeyAsSetInAccountSettings",
"propKey": "propKeyAsSetForTheProperty"
},
"bookId": "12345678",
"infoItems": [
{
"code": "Make",
"text": "OK"
}
]
}
 
The HTTP module
 
You need a HTTP module after the json module and set this to “Make a Request”
 
Set the:
 
a. URL: https://api.beds24.com/json/setBooking
 
b. Method:Post
 
c. Header: Leave blank
 
d. Query String: Leave blank
 
e. Body Type: Raw
 
f. Content Type: JSON
 
g. Request Content: JSON String ( Its a variable you need to drag and drop).
 
 
Do not forget to set a filter as you saw in the video the filter will stop the booking from going further if it contains the info code,
 
1. Set a "Text Operator" filter "Not Equal To"
 
 
</div>
</div>
Lesley
2,902

edits

Retrieved from "https://wiki.beds24.com/index.php/Special:MobileDiff/13942...23902"

Navigation menu