How To Sync Transactions With Your eCommerce Platform

This article covers the overview of syncing your Reservations with our integrated eCommerce partners

You must have an eCommerce integration enabled for this feature to be available to you. Please contact your CellarPass account manager for more details.

Step 1: Click the Export tab and select Reservations Sync.

Step 2: Select the timespan based on the syncing frequency your property has decided upon. If you haven't sync'd in awhile, or have over 100 reservations to sync, we recommend that you do not attempt to sync more than 50 Reservations at a time as this is a network-intensive task.

Step 3: Choose Pending to render all reservations that have not yet been synced.

Step 4: Hit Go!

Step 5: Use the checkboxes on the left-hand side of each transaction to select all the orders you want to sync into your ecom system. Use the box at the top to Select All.

Step 6: Confirm that all selected transactions have a $0 balance.

Step 7: Click the blue Sync Selected Order(s) button.

Caution: Once you have completed step 7, you cannot re-sync or edit orders in CellarPass. You will need to use your own eCommerce or payment gateway to edit or make changes to payment. CellarPass will no longer be able to assist you with these orders.

Step 8: After your orders are synced, you can re-select your search options at the top and change Pending to Processed. All successfully processed orders will have the icon of your eCommerce platform in the Sync column.

Step 9: Re-select your search options at the top and change Processed to Error. It is necessary to check for errors before completing the syncing process. Click the arrow to the left of the transaction to show information from your eCommerce system about the sync. Fix any errors and start from step one.

IMPORTANT NOTE

Our integrations to synchronize reservations as orders require the reservation to be paid in full or be complimentary ($0.00) due.

SYNC ERRORS

If you run into any errors, expand the line item that has been reported as an error and review the comments. If you need further assistance, please submit a technical support request with all the details surrounding the error including the Booking Code or Confirmation Number, the Guest's Name, Event Date AND the error code provided.