All Collections
Integrations
Point of Sale (POS) integrations
Mews integration — Setup guide with Planday
Mews integration — Setup guide with Planday

Learn how to automate importing your properties’ revenue data from Mews into Planday.

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 This integration only works for Planday admins based in Denmark, Germany and the UK only. Please contact Planday support if you wish to try it out in your country.

With Planday and Mews integration, you can connect your Mews accommodation and outlet sales. This allows you to import revenue data from different locations into Planday automatically.

You can now conveniently review your revenue and compare it to historical data without navigating away from Planday. Revenue data can be configured to display on the Home Dashboard, within the Schedule, and in Revenue reports inside Planday.

Besides admins, Schedule managers can also evaluate labour costs compared to the imported revenue, helping them determine whether they are below, on par with, or exceeding the target allocation of revenue for labour expenses.


Requirements for the integration

To ensure this integration operates correctly, you must fulfil the two requirements below in Planday.

1. Set up revenue units in Planday

Before setting up the integration, create at least one revenue unit for every Department where you wish to import revenue.

To set up a revenue unit in Planday, go to Settings > Under the Reports heading, press Revenue > Create.

When setting up the revenue unit, make sure to select Enter daily revenue for every unit you want to map and choose Include in total revenue.

‎Planday EN Screenshots for helpcenter.‎001.png

For detailed steps on this, see Revenue in Planday article.

2. Create shifts on business days where revenue should be imported

Revenue can only be imported into business days of your schedule. To create a business day in your schedule, make sure to schedule at least one shift for the given day.


Set up the integration in Planday

Follow these steps to find, connect and configure the integration.

Find and connect the integration

Once the prerequisites have been completed, go to Settings > Integrations > Overview. Switch to the Point of Sale tab to see all available POS integrations or search for the integration name from the search bar.

Help.Planday.com screenshot.001.png

Connect new businesses using the Access token

Press the Set up button to connect a Mews account which will open a log-in pop-up.

Help.Planday.com screenshot.002.png

Here you must add an Access token that you can obtain from Mews.

  1. Begin by navigating to the Mews operations. Go to the main menu > Marketplace > My subscriptions.

  2. Search for "Planday" to locate the integration.

  3. Click Edit to go to the settings page, and press the key icon to open the access token.

  4. Copy this access token.

  5. In the Planday interface, navigate back to the Mews integration > Set up > paste the access token > click Save.Tip:

  • After signing in, check the Accounts and mappings section to see the status of your newly connected account. The green status icon 🟢 will inform you that the connection is set up correctly.

  • You have the flexibility to connect multiple Mews businesses, which can help import data into separate Departments' revenue records.


Integration settings

When at least one Mews business is connected successfully, you can configure the setup by specifying data import settings and mappings of accounting categories with revenue units in Planday.

Patricks_Screenshots_DE.001.png


1. Overwrite existing data — Select this option to replace any existing data when importing new revenue data. We suggest keeping this option checked. You may choose to uncheck it only if you have added corrected values that you wish to retain, or if the location has unique sources of revenue on certain days not reflected in Mews.

​2. Include tax when importing — Select this option to include gross tax values with the data. Unselect it to fetch net revenue data, excluding taxes.

3. Include consumed bills — Select this option to already import bills that have been consumed but not necessarily paid yet (Example: You run a hotel – One of your guests has consumed a meal via room service today, but will not pay the bill for it until check-out).

​4. 24-hour importing interval — The default importing interval is set at 2:00 hrs. If your opening hours extend beyond midnight, you can choose a different value. This allows you to include revenue obtained until closing past midnight within the same day. For instance, a bar might set their hours as 4:00 to accommodate this scenario.

5. Import historical data - This setting works as a way to import data from the past days manually. You can select the number of past days to import, with a minimum of 2 days. Pressing the button fetches data from the chosen period. If not manually imported, the integration will automatically import data for today and subsequent days.

Please note:
When selecting more days, previously imported revenue on mapped revenue units is overwritten during every import. It is possible that the imported values can change over the first several days as payments get processed by vendors. The integration imports only payments marked as closed or completed in Mews.

Map Locations and Revenue units

You can create and manage revenue units by navigating to Settings > Reports > Revenue > Units. Follow the section: Setup Revenue units in Planday if you have not set these up before continuing this step.

To import revenue data from your Mews accounting categories, it's essential to link them to a revenue unit in Planday. Here is how you can link:

To link your Mews accounting categories to Planday revenue units:

  • Press Save & continue or switch to the Account and mappings tab

  • Click on your account

  • Select which accounting categories to link to the relevant Planday revenue unit. Make sure to also select None to include revenue that is not categorised in your Mews account.

  • Click Apply to save or cancel to discard your changes.

As the final step — just activate the integration to start importing revenue. The integration setup is now finished. You should start receiving revenue data in Planday at the chosen interval every 5 minutes.


Next:

For additional help with this integration, see the FAQ article:


See related articles:

ℹ️ Need more help?

🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar

💬 For personalised support

Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.

Did this answer your question?