How to Link a Thynk Account to a PMS Account?

How to Link a Thynk Account to a PMS Account?

Learning Objectives

At the end of this lesson you will know…. 

  1. What the purpose is of linking accounts 

  2. How to link an account in Thynk to a PMS Account


Linking Thynk Accounts to PMS Accounts 

As you know, if you have a PMS integration, every single account in your PMS will be added to Thynk as a ‘PMS Account'. They are called ‘PMS Accounts’  so we can differentiate them from Thynk accounts.  So in general terms, when we talk about accounts and contacts, etc, accounts are always accounts in Thynk.  

During the initial configuration, the mapping criteria were already defined and set up.  This means that the integration automatically compares the PMS Accounts to Thynk Accounts, and links them up based on the mapping criteria (e.g. could be account name, and city).  

Sometimes, you may find that a PMS Account was either not linked at all or linked to the incorrect account in Thynk. This can happen if the data in the PMS isn’t as complete to find a full match. 

You can link these accounts manually. 

Alert
It is important to link these accounts, especially if the Thynk accounts are being managed by the sales teams,  to show you comprehensive revenue statistics and reports in Thynk. However, note that not all PMS accounts will have a linked Thynk account for the simple reason that in the PMS, you will have accounts that are one offs. 


Idea
For specific instructions, please refer to the lesson https://learn.thynk.cloud/courses/take/accounts-contacts-negotiatedrates/texts/49585092-how-do-i-link-a-thynk-account-to-a-pms-account in Thynk University! 👩🏻‍🎓 Make sure that you have signed into the University from Thynk before clicking on the lesson link.

Best Practices


  • Not all PMS accounts need to have a link to a Thynk account, however, it’s good to check the ‘Unlinked PMS Account with Revenue Report’ from time to time to ensure that nothing falls through that should be linked to an existing Thynk account. 

  • Anyone can run this ‘Unlinked PMS Account’ report - it doesn’t have to be the Thynk admin.


Resources

  1. PMS Account Overview - Knowledge base article

  2. Unlinked PMS Accounts with Revenue Report - Knowledge Base article



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