Automatically loading Evolve Rentals into the RBO System
Gary Hawton
Last Update 6 maanden geleden
You can now load or import rental information from your Evolve Partner Portal directly into the HWIT RBO Rental program. This involves using the CSV export option provided in the portal and sending the downloaded csv to a designated email address. The rentals will then be either created or modified based on the contents of the file.
Note that after the import you will need to go into the rentals to add housekeeping and inspection info, just as you would if the booking information was entered into the Customer Portal.
To set up your system to accept the import file, you need to let the system know which email address you will use to send the email from. This email address is used to determine which company sent the email and which company the records need to be imported into.
To set your sending email address, click on Preferences from the RBO Management tile on the dashboard.
Enter your sending email address and press Save.
Once set up, you are now ready to get the CSV file from your Evolve Partner Portal. Log in, Select Bookings at the top and then Booking Report on the middle tab. Set up the filters to show the next 60 or 90 days (don’t download all the historical items, as only new bookings will be imported).
Download the file and a CSV file will be created in your Downloads folder on your computer.
One important thing to note about this import file – the street address in your Evolve system must match the address in your HWIT system. If the address does not exist in HWIT the record will not be imported and you will be notified via an email of this issue.
Now, all you have to do is email this csv file to [email protected] from the email address that you entered earlier. After a few seconds the system will process the file and send you an email listing any issues with the import.
Once complete, you will see the newly imported (or modified) records in the red section at the top of your RBO List. Simply click on each, add housekeeping and inspection if necessary, and Save the item. Your booking is now fully entered and set up.
