Connecting the Mews for Salesforce integration to your demo Mews Operations environment

The Mews for Salesforce integration, available in the demo environment Mews Marketplace, performs a one-way synchronization of data from Mews Operations relating to companies, customers, enterprises, accounting items, reservations, and reservation contacts. You can test the features offered by Mews for Salesforce by setting up a playground or testing environment in Salesforce Trailhead. 

In this article, you can learn how to connect the integration in the following steps:

 

• Pre-requisites
• Step 1: Install the Salesforce playground package
• Step 2: Connect Salesforce to your demo Mews Operations environment
• Step 3: Assign user permissions
• Step 4: Add the Mews access token
• Step 5: Enable synchronization

 

Pre-requisites

Before proceeding, ensure you have access to the below platforms:

• Salesforce Trailhead account: Available for free by visiting Salesforce Trailhead and clicking Sign Up.
• Demo Mews Operations environment: Contact your Customer Success manager if you need access.

 

Step 1: Install the Salesforce playground package 

1. Go to Salesforce Trailhead and log in.
2. Click on your profile icon at the top right of the page, then click Hands-on Orgs.

 

3. Click Create Playground.

1. 1. Name: Enter a name that you can remember for future reference. For example, The Grand Mews Hotel. Alternatively, you could also use the suggested name.
   2. Click Create.

This creates a new playground and opens a list of your connected orgs.

 

4. Click Launch on the newly created playground.
5. Go to the listing on AppExchange here.
6. Click Get It Now.
7. Login with trailblazer.me.
8. Click Install in Sandbox and accept the Terms and Conditions. Then click Confirm and Install.

 

 

9. The system displays a login page. Confirm you are using the correct environment. Note: If you do not have your credentials, follow the steps from the Access Playground Credentials and Management module.
10. Make sure to select Install for Admins Only, then click Install.
11. Check the Yes, grant access to these third-party websites box, then click Continue.

Note: During this process, if the system displays a message stating, “This app is taking a long time to install. You will receive an email after the installation has completed.” Once you receive the completion email, click Done to dismiss this message and proceed.

You can learn more about creating and managing Trailhead Playgrounds here.

 

Step 2: Connect Salesforce to your demo Mews Operations environment

To ensure that Salesforce Playground is receiving data from the correct Mews Operations environment, follow the steps below:

1. In Salesforce Trailhead, open the App Launcher menu by clicking   at the screen’s top left corner.
2. Search for “Mews for Salesforce”, then click the Mews for Salesforce app.
3. Click the   icon, then from the drop-down, click  .

4. Search for “metadata” in the left-hand menu, then click Custom Metadata Types.
5. Click Manage Records, then click Edit.
6. Check the Override Default Api URL box to make it active. Click Save.

 

This connects the Mews for Salesforce to your demo Mews Operations environment.

 

Step 3: Assign user permissions

1. In Salesforce Trailhead, open the App Launcher menu by clicking   at the screen’s top left corner.
2. Search for “Mews for Salesforce”, then click the Mews for Salesforce app. Click Settings.
3. Under User Settings, click on Assign for each of the below options:

• Assign Mews Super User Permission: Assign super user permissions to the currently logged-in user.
• Assign Access to Contact and Account Child Objects: Assign permissions to access reservation contact and spending data.

 

4. Under Application Features, make sure you can see the statement , “Your package is connected to the Mews Sandbox environment.”

Note: If this still says, “Your package is connected to Mews Production...”, repeat Step 2.

Step 4: Add the Mews access token

1. In Mews Operations, go to the main menu  > Marketplace. 
2. Locate the Mews for Salesforce integration, then click Edit to go to settings.
3. Click the    Access token at the screen's top right corner and copy the API token.

 

Note: Keep your API token safe. With this token, anyone can access all your data.

 

4. In the Mews for Salesforce app, navigate to the Settings tab.
5. Under Access Token config, click Add, then enter a Name you can remember for future reference. For example, Mews Grand Hotel Demo.
6. Enter the Access Token you previously copied from demo Mews Operations into the Token field.
7. Click Save.

 

Step 5: Enable synchronization

1. Under Application Features, click Activate for each of the three options below:

 

• Enable Hourly Data Synchronization: Synchronizes changes to companies, customers, enterprises, accounting items, reservation, and reservation contacts entities data within the last hour.
• Enable Daily Total Time Unit Calculation: Calculates the average length of reservations for a contact.  This includes only the total number of nights a guest stayed during their current or previous reservations and not those for future reservations.
• Enable Monthly Account Spending Snapshot Creation: On the Account record page, a chart displays spending on the account grouped by month for the last 12 months. This pulls data from Spending Snapshot records linked to the account, which stores each month's gross and net spending totals.

 

2. In your demo Mews Operations environment, make some changes to the company, customer, enterprise, accounting item, reservation, or reservation contacts data to verify the synchronization. The system syncs data to Salesforce every hour for you to view. For example, if you make a change at 14:55, you can view the change at 15:00 in the system.

You can learn more about the Mews for Salesforce dashboard here.