How to Integrate Swikly with Avantio?

How to Integrate Swikly with Avantio?

1. Connect your Swikly account to Avantio

2. Set up security deposit amounts in Swikly

3. Set up security deposit amounts in Avantio

4. Configure the security deposit request email

5. Configure the reminder email (optional)

6. How do I know if the security deposit has been secured?

Open Avantio in one tab of your browser and Swikly in another, so you can easily switch between the two platforms.

• On Avantio, from the menu on the left, click on "Marketplace"
• Search for Swikly and click "Request"

By clicking on this button, a request is sent to Avantio's technical support to ask for the credentials necessary for the setup of Swikly.

Once you have received your credentials, you can connect your Swikly account to Avantio.

• Log in to your Swikly account
• Click on "Apps & Integrations" in the menu on the left
• Search for Avantio and click "Connect". This page opens:

• Enter your Avantio Account ID (starting with GA) in "Your username"
• Enter your password in "Your Password"
• Click on "Confirm"

Your Swikly account is now connected to your Avantio account!

• After connecting Avantio to Swikly, the list of properties appears below:

Select: 

These fields must be filled in for Swikly links to work properly.

These security deposit amounts are only taken into account if no deposit amount has been entered in Avantio. The amounts defined in your PMS are given priority.

It is necessary to set up your security deposit amounts for each property in Avantio. 

• Open the page for each property
• In the "Extras & Services" tab, select  “Deposit (Refundable)"

• Choose the amount of the security deposit for your property:

[ACT1] 

You can also set the security deposit payment method for all your properties, by default:

• Click on "Accomodations" then "Extra"

• Click on "Deposit (Refundable)"

• Select "Credit card hold" in "Payment methods"

• Select "Release/Refund on card" under "Method of Refund"

• In the "Extra service details", for "Where should this service appear?", select "Visible on website and compatible portals"

Once you've defined your deposit amounts, it's time to configure the email template that will include the link directing your customer to the security deposit form.

• In the menu on the left, click on "Configuration" and then on "Templates" 

• Name your template (e.g. Swikly Deposit)
• Choose the subject line of your email
• Set the language 
• In the category, select "Check-in"
• Write the content of your email

For the delivery time:

We recommend that you send the request 10 to 7 days before the guest's arrival

For the body of the email: 

Write the content of your email making sure to integrate the Swikly link (for example: In order to secure your deposit, please click here: [SWIKLY LINK]). You will find this link in the "Applications & Integrations" tab of your Swikly account.

Now you need to create a "Swikly" tag to be able to request deposits for the right groups of accommodations/portals/owners.

•  Go to "Bookings" and then "Portals"
  
   

• Select "Assign tags" and then create the "Swikly" tag

• The tag appears on the portal: 

• To request a security deposit for a group of accommodations, add the tag "Swikly" to the "Accommodations" tab.

• To request a security deposit for a specific booking, add the tag "Swikly" to the booking page.
• To request a security deposit for specific owners, add the tag "Swikly" to the owner's profile.

To automate the sending of the created email, it is necessary to schedule an automated task.

• Click on "Workflows" in the menu on the left

• Name the task 

• Choose :
  1. The stage of the booking at which the task should be triggered. Example : The task should only be triggered for bookings paid by bank transfer
• 
  
  1. For which payment methods the task should be triggered. We recommend that you select all of them.
• 
  
  1. The period in which the email is sent. We recommend that you send the deposit request between 7 to 10 days before the guest's arrival.

• Add the "Swikly" tag following the procedure above

• Choose the Security Deposit Request Email Template that you have created

• Specify the recipients of the email. In this case, the recipient is the "Client"

To make sure that the email is sent to all confirmed bookings:

• Click on "Change Configuration"
• Select the desired setting in the line "Valid task for bookings with date..." »

5. Configure the reminder email (optional)

• Create a new task
  
• Apply the same settings as the previously created task, but change the payment methods that should trigger the email: only select "Credit card hold". This will exclude all bookings that already have secured their Swikly deposit.
  
• Adjust the delivery time: we recommend that you send your reminder 3 days before the customer's arrival

You can track the status of a deposit from a booking:

• Open your booking, click on "Deposit details":

• There are two possible statuses
  • "Pending"
  • "Paid"
    

You can also check if your deposit request or reminder emails have been sent:

• Click on "Harmony" and then "Dashboard"

• Click on "View All Tasks" to see scheduled, executed, and failed tasks

• You can also track the status of your deposits from your Swikly dashboard

Congratulations! Your Avantio integration with Swikly is now up and running!