Setting up automation is crucial to reduce the number of manual tasks required to run your business as a Demand Partner and as Property. The automation will cut down manual steps in:
Here's how to set up automation for this step of your business:
For Demand Partners
1. Go to Settings (1) > Automation (2) > Data Import (3)
These options will have the following effects on your business account:
Options | Meaning |
Don't configure |
No automation will be configured for your account |
Configure bookings import automation |
All imported bookings in Transaction will be automatically validated. Once they have been validated as per flow the bookings will enter Eligible and will be automatically merged. |
Configure bookings validation automation |
All bookings under Sales → Validation→ Individual and Grouping will be automatically validated. |
Configure bookings import and validation automation |
Combination of the above 2 options |
For Property
1. Go to Settings (1) > Automation (2) > Data Import (3)
These options will have the following effects on your business account:
Options | Meaning |
Don't configure |
No automation will be configured for your account |
Configure bookings validation automation |
All bookings under Sales → Validation→ Individual and Grouping will be automatically validated. |