How to connect Mews for Salesforce in a live environment

The Mews for Salesforce integration allows employees in the hospitality industry to connect Mews Operations with Salesforce. This integration helps streamline data management by synchronizing information between Mews and Salesforce. You should install and configure this integration in a dedicated Sandbox or Developer Org environment before deploying it to your production environment to avoid potential disruptions. This setup process is usually performed during initial implementation or when integrating new tools within Mews Operations. Mews recommends you install the applications with the Install for Admins Only option and provide access to business users during the setup.  

 

Key points to remember:  

  • Record types and person account: If you use record types, the app uses the default record type assigned per object to the user that adds the first valid Mews access token. Ensure that the default record type is not set to Person Account, as the app does not support it at the moment.
  • Sharing settings and organization wide defaults: The application does not include additional configuration for record level access and assumes that the Organization Wide Sharing does not default to Controlled by Parent for the Contact object. Salesforce saves guest profiles for customers from Mews as parentless Contact records to provide maximum flexibility around your data management. 
  • Multi-currency: The current version of the application does not support the Multi-Currency feature in Salesforce. It saves the data based on the currency and local associated with the user that adds the first valid Mews access token. Ensure that the currency on Salesforce matches your default currency on Mews, as the app does not convert.
  • Integration user: Mews does not support API only users at the moment, which means that all the incoming data is saved under the SF admin that adds the first valid Mews tokens for the sync. 

 

In this article you can learn about:

 

Steps to connect Mews for Salesforce in a live environment 

Step 1: Add Mews for Salesforce integration in Mews 

  1. In Mews Operations, go to the main menu  > Marketplace
  2. Find the Mews for Salesforce integration and click Explore. Note: This is a purchasable integration, Mews adds the costs to your invoices. The monthly price is based on the number of spaces in your property.
  3. Review the Terms and Conditions, then click Subscribe.
  4. Accept the Terms and Conditions and proceed to purchase. 

 

Step 2: Connect Mews for Salesforce in Appexchange 

  1. In Salesforce AppExchange, go to Mews for Salesforce.
  2. Click Get It Now and log in using your Trailblazer.me account.
  3. Click to select your connected Salesforce account. 
  4. Click Install in Production

 

Step 3: Add Mews Access Token to Mews for Salesforce 

Note: Do not enable One-Time Historical Data Synchronization and Hourly Data Synchronization until you complete the steps in this guide

  1. In Mews Operations, go to the main menu > Marketplace.
  2. Find the Mews for Salesforce integration and click Edit to access settings.
  3. Click the Access Token at the top right corner of the screen 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, go to the Settings tab.
  5. Under Access Token config, click Add and enter a name, for example, Mews Grand Hotel Demo.
  6. Paste the access token you copied from Mews Operations into the Token field.
  7. Click Save

 

This connects Mews for Salesforce in a live environment.  

 

You can learn more about Mews for Salesforce integration here

 

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