Settings for synchronising with channel manager DIRS21 channelswitch
In order to use the channel manager DIRS21 channelswitch with Lodgit Desk, you’ll need:
- the module “Channel Manager Interface” from Lodgit, which you can order in our online shop at www.lodgit.com/shop
- an agreement with the channel manager channelswitch from DIRS21. You can find a form listing their prices and terms in your Lodgit account at www.lodgit.com
- contracts and/or agreements with the internet booking channels that you can get on their respective websites.
Got everything? Then we can get started!
Setting up your DIRS21 channelswitch account
First, you’ll have to set up the units or categories you want to offer in the OTAs in channelswitch. For any questions about this process, the DIRS21 team will be happy to help.
Activate rentable units for synchronization
You can easily adjust which rentable units can be booked online in the tab "Synchronise". It is irrelevant whether these units will be synchronised with one or several online modules. Here, you'll also decide which of your objects should be combined into a multiple-object system.
Simply check the boxes for the units you want to synchronise in the upper list. With a right click or the actions menu you can quickly:
- synchronise / don't synchronise all units in this object
- synchronise / don't synchronise all units of that type in this object
- synchronise / don't synchronise all units of all objects
In the bottom list, you can combine objects into a multiple-object system. Select the system you've previously created through the grey arrows on the right. If left empty, this object will be synchronised as is.
Once combined into a multiple-object system, the objects will no longer be listed separately in the preferences for the channel managers. Only the multiple-object system will be listed.
Lodgit Desk allows you to combine different objects in Lodgit Desk into one system for the modules "Online Systems" and "Interface: Channel Manager". Within Lodgit Desk, these objects will still be handled separately (e.g. to create separate statistics), online they are treated as one object, though.
Add a multiple-object system in the list to the left. You'll have to define a few settings, such as arrival and departure times as well as features. These settings only concern the system online, not the objects in your backend.
Assign units in Lodgit Desk
After you have added the categories or units in DIRS21, you can now assign them to the appropriate units in Lodgit Desk.
- Open your Lodgit Desk installation and go to Administration > Synchronisation and Online Modules > DIRS21. Select the object you want to connect to the channel manager:
Enter your DIRS21 Object ID into the field and then press the button Load DIRS21 IDs.
Then, switch to the tab DIRS21 Categories.
- First, select the Mode. The Category Mode is suited best for accommodations with a lot of similar units, like a hotel. The Unit Mode is best suited for accommodations with very individual units, like a vacation home rental.
- In the left column you’ll find your units or unit categories, depending on which mode you’ve selected. In the right column you can choose which DIRS21 category corresponds to which.
Please note: Categories or units you don’t want to synchronise with the channel manager can simply be deselected in the first column.
- With that, you’ve already finished the basic setup. Test the connection by going to File > Synchronise. This will send your current availabilities of all selected units to the server and you can make sure the availabilities are listed correctly in the backend of the channel manager.
Please note: Due to server sync schedules, it may take a few minutes before the changes are displayed in DIRS21.
Manage prices from within Lodgit (optional)
Lodgit also allows you to manage your prices in the software and then send them to the Channel Manager.
Important: You can manage the prices EITHER in Lodgit Desk OR in DIRS21 directly. Changes made to the prices in DIRS21 cannot be imported into Lodgit Desk.
- Select your object in the window Synchronisation and Online Modules > DIRS21 and go to the Prices area. Check the field Send prices to DIRS21:
- Select a DIRS21 category in the list and enter the base price. The base price is listed “per night” and default occupancy. It will always be used unless you’ve defined special prices for a time frame.
- In the list underneath the base price, you can define time frames with different prices (e.g. seasonal prices). With the Actions menu you can import those price settings from your Price Management in Lodgit Desk.
- You must add at least a base price for all categories! Test the connection by going to File > Synchronise and you can make sure the availabilities are listed correctly in the backend of the channel manager.
Please note: Due to server sync schedules, it may take a few minutes before the changes are displayed in DIRS21.
Assign extra items and booking notes to Rate IDs
Please note: You need to know the IDs of your rates which you can enquire with DIRS21
Select your object in the window Synchronisation and Online Modules > DIRS21 and go to the Extras area. Enter a rate ID in the table at the left and then select the corresponding extra item(s) in the table at the right. You can also specify…
- if the price of the extra item is already included in the price transmitted by DIRS21 or if it is a surcharge that needs to be added on top of it (Price interpretation: Inclusive / Additional charge)
- if the extra item is supposed to be cleared with the accommodation (Marker Surcharge) or if the extra item is supped to be a separate item on the invoice.
- if a note should be added to bookings with this rate ID
Rates dependent on occupancy (optional)
To use rates dependent on occupancy with DIRS21, you have to create special room type (Zimmertyp) in your DIRS21 Account and then link it to one of your existing room types. This link is enabled on the DIRS21 website.
- Log into your account on DIRS21-office and navigate to your existing room types (Stammdaten > Zimmertypen).
- Create a new room type (Button „Neu“ on the right hand side above the list).
- Enter the occupancy (Belegung) for which the new rate shall apply in the tab „Allgemein“.
- In the tab „Vererbung“ you have to select the room type which will be occupied by the new rate.
- In the tab „Hotelsoftware“ you have to enter the ID of your linked room type so Lodgit Desk knows which rooms to assign bookings created with the new rate.
- You can activate this computer for synchronising automatically. When using the database server, you can then ensure that either all computers synchronise (always whichever computer comes first in the specified time frame) or only the computer(s) with the most stable internet access.
- You can specify the interval for the synchronisation
- You can also decide whether you want to see a window pop up whenever Lodgit Desk is synchronising with the online modules.
- New online bookings are now locked by default as soon as they're imported. You have to manually unlock them to move them in the reservation schedule. Here you can turn that automatic lock off by unchecking the box.
- Furthermore, you can decide, if you want all bookings in your reservation schedule to be shown in the calendar as "occupied", or if you want certain bookings to be shown as "vacant" instead.
Important: Bookings with the status Checked Out are generally considered "vacant" online.
- Also, you have to check at least one language in your database that is to be synchronised.
Frequently Asked Questions Regarding Channel Managers
While the channel managers we currently connect to all have their differences, some questions concerning the basic functionality are the same for each of them.
If both online modules are used simultaneously in Lodgit Desk. What do I have to consider when acquiring?
For technical reasons, the number of rental units booked for the "Interface: Channelmanager" module can only be less than or equal to the number of rental units in the "Online systems" module.
How many units should I put online?
The channel managers themselves advise you to put only 90 to 95% of your available units online. Due to the synchronisation intervals, there is unfortunately no 100% guarantee against over-bookings. Having one or two units per category that you keep offline and usually book last can be a good buffer.
New online bookings always have a lock in the reservation schedule. What is that and how can I turn that off?
The lock means that a booking is looked and cannot be moved, shortened or lengthened. You can manually unlock a booking by unchecking the box in the booking window.
While we've added this feature as a security measure, it's possible to turn off the automatic locking of new online bookings. You can turn this off under Administration > Synchronisation and Online Modules.
A booking couldn't be allocated to a unit. What do I do?
Bookings that cannot be allocated to a unit in Lodgit Desk are first imported anyway. They will be shown in the Booking List with the note Without Object. During the import, the channel manager error log will also open and inform you about the issue.
There are different reasons as to why a booking cannot be matched. As soon as you have fixed the reason, you can open the booking via double-clicking the entry in the booking list or the error log and allocate it to the vacant unit:
The category wasn't mapped to a unit:
If the category in the channel manager wasn't mapped to any unit in Lodgit Desk, the booking can't be automatically entered into a unit.
Check if the mapping is correct. If you've changed the categories in the channel manager, you then have to map them anew in Lodgit Desk.
The rooms aren't free for the entire duration:
Lodgit Desk only tells the channel manager how many rooms are vacant, not whether those are the same units. If a room is vacant from A to B and another room is vacant from B to C, then it's possible for a guest to book a unit from A to C.
Move bookings around to always allow for the longest possible duration. If you can't free up a unit for the entire booking duration, you can split it. First, move the booking into the first free unit and then utilise the Split Function.
The rooms have recently filled up:
There are synchronisation intervals between Lodgit Desk and the server, between the server and the channel manager, as well as between the channel manager and the channels. The intervals are very small but necessary to allow all data to be passed through before new data is added. Despite keeping the intervals at only a few minutes, it is possible for a booking to come in even though the room was booked in the meantime.
In these cases, treat the booking as you would treat any other overbooking.
A booking came in through a channel but it hasn't been imported into Lodgit Desk, yet. Why?
Because of the synchronisation intervals it may take some time for a booking to make its way into your installation. However, once it has reached the channel manager, it should take no more than three regular (automated) synchronisation processes for it to appear in Lodgit Desk.
Is the booking not imported even though it is listed in the channel manager, please contact us.
A booking has been changed in a channel. What happens in Lodgit Desk?
If bookings are changed in a channel, the original booking will be cancelled and a new booking will be created. Both bookings (old and new) will be linked if possible provided that at least one online-booking exists and it has not been replaced by a manually inserted booking.
This holds true for single bookings as well as for group bookings. In the booking list beneath the reservation schedule you find the bookings which have been modified.
The latest booking is bright yellow, cancelled online-bookings are light yellow.
When you move the mouse on a modified online-booking in the reservation schedule and press the right mouse button a context menu will open. Please choose "Select Overbooking". The latest booking as well as the previous bookings are indicated.
Please check whether you have manually changed anything in the cancelled online-booking, i.e. added services or written offers, confirmations or invoices. You can decide if you want to apply custom changes of the old booking to the new booking manually as well and which booking to keep or which one you might choose to delete.
When opening a booking and clicking on the icon "Online-Booking" you see whether the booking had been modified. Via modification number you see whether the booking has been modified a few times. The greater the modification number the more previous modifications of the booking exist.
Please go to the little arrow on the right hand side in the line "Booking Type" to "Open previous modification".
This might be not only one but multiple bookings.
If you are not currently viewing the latest version you will see that there are further modifications present and you can switch to a newer (next) version by clicking on the little arrow icon (see screenshot above). You can also open the previous version by clicking the arrow above it.
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- Settings for synchronizing with channel manager DIRS21
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