Google Drive/Dropbox Setup for Scheduled Reports/Exports and Archival Transfer

SET UP AN ACCOUNT

To set up a Google Drive or Dropbox account in Stayntouch PMS, navigate to Settings > Hotel & Staff > Google Drive or Dropbox.

GOOGLE DRIVE

If you choose to add a new Google Drive account, first select + ADD NEW to link a Google Drive account.

You will then be asked to choose a Google account (if one is already set up on your computer) and grant Stayntouch access to that account. To allow access, select the blue Allow button.

Once you have granted access to your Google account, enter a DESCRIPTION for the Google Drive account. You can enter whatever text you see fit. You'll also notice, that an ACCESS TOKEN has automatically been generated for your account. Upon entering a DESCRIPTION, click SAVE CHANGES to add the account.

Your Google Drive account will then appear on the Google Drive Accounts screen. You can delete the Google Drive account simply by selecting the red X underneath the DELETE column.

DROPBOX

If you choose to add a new Dropbox account, select + ADD NEW to link a Dropbox account. You will be asked to enter your Dropbox username and password and grant Stayntouch access to that account.

Once you have granted access to your Dropbox account, enter a DESCRIPTION for the Dropbox account. You can enter whatever text you see fit. You'll also notice, that an ACCESS TOKEN has automatically been generated for your account. Upon entering a DESCRIPTION, click SAVE CHANGES to add the account. Your Dropbox account will then appear on the Dropbox Accounts screen. You can delete the Dropbox account simply by selecting the red X underneath the DELETE column.

Note: As of the v5.54 release, we have implemented changes to the existing workflow of Dropbox account settings. If you have any existing scheduled reports, scheduled exports, or custom exports with a delivery method of Dropbox, and you fail to receive exports, please remove the old Dropbox account from Settings > Hotel & Staff > Dropbox and create a new Dropbox account.

ALL SET UP... WHAT NEXT?

After setting up a Google Drive or Dropbox account, you can then have reports and exports delivered to the account, or you can set up an archival transfer.

DELIVER REPORTS/EXPORT TO GOOGLE DRIVE/DROPBOX

To have scheduled reports/exports and custom exports delivered to your Google Drive or Dropbox account, navigate to Reports > Schedule a Report/Export. From here, you can select to have a scheduled report/export or custom export delivered to this account. Simply set up a report/export as you normally would, and then from the Distribution List block, select Google Drive or Dropbox as the DELIVERY METHOD, and choose your account. To save this schedule, click CREATE SCHEDULE/SAVE SCHEDULE. Once you've created/saved the schedule, you will receive the report/export in your Google Drive according to the parameters indicated.

SET UP ARCHIVAL TRANSFER TO GOOGLE DRIVE/DROPBOX

To set up an archival transfer to your Google Drive or Dropbox account, navigate to Settings > Hotel & Staff > Archival Transfer. From here, activate archival transfer by turning ON the ACTIVATE / INACTIVATE switch.

Upon doing so, you will be presented with a DISCLAIMER and prompted to enter your FIRST NAME, LAST NAME, and POSITION. Once you've entered these details, select ACCEPT AND CONTINUE. Next, select Google Drive or Dropbox to set up an archival transfer to your account.

For Google Drive you will be asked to choose a Google account (if one is already set up on your computer) and grant Stayntouch access to that account. To allow access, select the blue Allow button. Once you've granted access to your Google Drive account, an ACCESS TOKEN will automatically be generated. Select CONTINUE.

For Dropbox, you will be required to link your account, and an ACCESS TOKEN will then populate. Select CONTINUE to proceed.

You will then see that the archival transfer is connected to Google Drive or Dropbox. Depending on your property's settings, you can select the checkboxes for Scanned IDs, Registration Cards, and/or Guest Invoices from Registered Archives to have these archived to your Google Drive or Dropbox. If you wish to disconnect your Google Drive or Dropbox account at any time, simply select the DISCONNECT button. Select SAVE to finish configuring your archival transfer.

The above article illustrates how to set up a Google Drive or Dropbox account, so they can receive scheduled reports/exports or custom exports or be enabled for archival transfer. For more information, view this video or contact Customer Support.