What are ‘PMS Accounts’ and how can I see a list of them in Thynk?
Learning Objectives
At the end of this lesson you will know….
What a PMS Account is
How PMS Accounts flow into Thynk
How to find a list of PMS Accounts in Thynk
PMS Accounts vs Thynk Accounts
Thynk centralizes Point of Sales (POS) and Property Management Systems (PMS) data to offer a holistic view of every corporate account and direct contact, however, duplicate accounts and contacts, and ‘dirty data’ are often the unfortunate reality of any PMS or POS. Thynk enables you to maintain this central view without ‘polluting’ your data in Thynk and without unnecessary duplication.
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.
How Accounts Flow from your PMS to Thynk
When ‘PMS Accounts’ are added to Thynk through your integration, they are mapped to existing Accounts in Thynk. This enables you to consolidate duplicate accounts in your PMS under a single Account in Thynk (see diagram below).
Finding PMS Accounts in Thynk
Once the integration is set up, If you want to look up PMS Accounts, you can find them in Thynk.
Click on the ‘App Launcher’ on the top left of your Home Page.
Type "PMS"
Click on ‘PMS Accounts’
You will see ‘Recently Viewed’ PMS Accounts, but go ahead and click on the down arrow on the right to view ‘All’.
Click on ‘All’
Click on any account to open it and see what information is coming through.
Here you can see the information that came through the integration. You will notice some accounts may be more complete than others, and this is just an indication of what has been entered in the PMS.
One field you may be interested in is the ‘Account’ field. This field represents the Thynk Account the PMS Account was linked to based on the matching criteria set up during the configuration.
Scroll down you can see all the other various but keep in mind, this is all data coming from the PMS.
Best Practices
The mapping between the PMS Accounts and Thynk accounts would have already been decided during the initial system configuration.
Anyone can view PMS Accounts, it’s not just a Thynk admin task.
Resources
PMS Account Overview - Knowledge base article
PMS Account > Thynk Mapping - Knowledge base article
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