---
title: Connecting your PMS
description: Connecting your PMS
---
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1. [Customer Alliance Knowledge Base](https://support.customer-alliance.com/v2-knowledge-base?hsLang=en)
2. [Integrations](https://support.customer-alliance.com/v2-knowledge-base/integrations?hsLang=en)
# Connecting your PMS
## Connecting your property management system (PMS) lets Customer Alliance send your guest survey automatically after each stay. You can connect most systems yourself in a few minutes; for some, Customer Alliance sets up the connection for you. No PMS? Import a guest list instead.
### 1. What a connection does
- **It reads your guests and stays:** names, email addresses, languages, arrival and departure dates, and check-in and check-out.
- **It only reads:** Customer Alliance never changes anything in your PMS unless you switch on **Two-way sync**.
- **It syncs every few hours.** The first sync also brings in recent stays; how far back depends on your PMS.
- **What it's for:** automatic survey sending after check-out (see *Setting Up and Managing Survey Distribution*), and guest audiences (see *Managing Guest Data and Audience Segmentation*).
### 2. Connect it yourself
You can connect these systems yourself: 3RPMS, Apaleo, ASA Hotel, Clock PMS+, Cloudbeds, Ericsoft, Hotel.Profi, Hotelcube WOW, ibelsa, Lean Hotel System, Medialog, Mews, Oracle Opera Cloud, Passepartout Welcome, Resalys, SabeeApp, SIHOT, SimpleBooking, Slope and Thaïs.
1. Go to **Integrations** and open the **PMS / CRM** tab.
2. Choose the property in the property picker at the top. Each property connects its own PMS.
3. Find your PMS and click **Connect**.
4. Enter the property's credentials from your PMS. The form asks only for what your PMS needs, such as an API key or access token and your hotel or property ID. Your PMS provider can tell you where to find them.
5. Click **Connect & validate**. Customer Alliance checks the credentials with your PMS, then starts the first sync.
Mews can also be connected once for a whole group: choose the group in the property picker, then match each Mews service to a property.
### 3. Systems Customer Alliance connects for you
Customer Alliance sets up these connections: Asterio, D-EDGE, File feed (sFTP), Front2Go, MisterBooking, Protel IO, RezLynx (Guestline), Scidoo and TheFork. Their **Connect** button is greyed out, with the note *Customer Alliance sets this one up — contact your account manager*.
From the setup card on your dashboard:
- **Ask us to connect \[your PMS\]** opens a chat with our team, or a support request when chat isn't available.
- **Put on hold while we connect it** pauses the step and reminds you after 7 days.
Some of these also need a step on the PMS side, which we arrange with your PMS provider.
### 4. No PMS? Import guests instead
On the setup card, click **Import guests**. Then:
1. **Upload a file:** a .csv or .xlsx file with a header row, up to 50,000 rows and 4 MB. Each guest needs an email address. **Download sample CSV** shows the layout.
2. **Map your columns:** match each column to a guest field (email, name, phone, country, language, email consent), a stay field (arrival date, departure date, reservation ID) or one of your custom attributes. Choose **Ignore this column**for anything else. If your file has dates, pick the date format it uses.
3. **Check the preview:** rows with problems are shown and skipped.
Importing the same guests again updates them rather than creating duplicates.
### 5. After you connect
The PMS card shows where the connection stands:
| Status | What it means |
| --- | --- |
| Connected | Guests and stays are syncing. The card shows when the last sync ran. |
| Syncing | Part of your stay history is in; the next sync brings in the rest automatically. |
| Sync error | The last sync failed. Contact support, or disconnect and connect again with corrected credentials. |
**Sync now** runs a sync straight away for systems we fetch from, and **View guests** shows what has come in.
**Moving from v1?** Your PMS link needs one fresh connection after the move: enter your PMS credentials again as in section 2. A protel I/O connection came over as it is; for the systems in section 3, ask us.
### 6. Who can connect a PMS
Users whose role can manage integrations for the property; by default, that's Admins. Without that permission you see *You don't have permission to manage integrations for this property*.
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