How to connect the SnapShot integration with Mews Operations

The SnapShot integration is an analytics tool which collects your properties' data and organizes it into dashboards.

 

In this article, you can learn how to:

 

• Step 1: Connect the SnapShot integration
• Step 2: Export the manager export

 

Step 1: Connect the SnapShot integration

1. In Mews Operations, go to the main menu > Marketplace.
2. Locate the SnapShot integration you want to connect, then click Explore. Alternatively, you can search for the integration using the search box at the top left of the screen.
3. Click Connect integration.

 

Step 2: Export the manager report

Before SnapShot can generate your dashboards, you need to generate a Manager report. The SnapShot customer success team suggests a time and date for you to generate the report. Follow these steps to ensure the report matches their specifications:

1. In Mews Operations, go to the main menu >  Finance > Manager report.
2. Enter the following information in the report filter:
   • Under Mode, select Day.
   • Under Start, choose the first day of the previous month, for example, if the current day is May 17th, you should choose April 1st.
   • Under End, choose the last day of the next month, for example, if the current day is May 17th, you should choose June 30th.
   • Under Group by, select Accounting category classification.
   • Under Status, select Confirmed.
   • Under Values, select Net value.

3. Click View report.
4. Click Export > Export to Excel.
5. Send the report to Snapshot. SnapShot validates the data from the report and creates your dashboards for you.

If SnapShot has any issues, they contact you directly. If you need further assistance with the integration, contact [email protected] for assistance.

 

You have now connected and configured the SnapShot report integration from the Mews Marketplace.