PS: Exporting STR Data

The Hook:

• Use this workflow to generate data files for weekly or monthly submission to Smith Travel Research (STR).
• ProfitSage can generate a formatted file for direct submission to STR. Users can choose to export data for individual properties or all properties simultaneously.

 

Prerequisites:

• • Permissions: Requires access to the Accounting menu > Imports-Exports.
• • Initial Setup: If this is the first time utilizing this functionality, you must contact ProfitSword Support to ensure the export parameters are properly configured for your site.

 

The Steps:

Phase 1: Configuring Export Parameters:

1. Navigate to the Accounting menu and select Imports-Exports > Export STR Data.
2. Click the Options icon to open the parameters menu.
3. Set the Type to Daily (for Weekly reports) or Monthly.
4. Set the Time Period (e.g., 1 week, MTD, 1 Month).
5. Select the specific Date:
   • Weekly STR: Select the Saturday date (the last day of the reporting week).
   • Monthly STR: Select any date within the specific month you wish to export.
6. Select the View Type to define the data scope (e.g., Rooms, Rooms and F&B).
7. Select the Offset Calendar (Standard or Local).
8. Click the Green Check Mark to save these parameters.

 

Phase 2: Generating the File:

1. Select the export scope:
   1. Individual Hotel: Click the Export button to the left of the specific hotel name.
   2. All Hotels: Click the Export All button at the top right of the screen.
2. Click the Green Check Mark on the confirmation prompt to proceed.
3. When the "Export Completed" message appears, Save or Open the file as prompted by your browser.

 

The Result:

• Success: A file formatted for STR submission is downloaded to your local device.

 

Troubleshooting:

• Missing Data/Errors: If the export produces an empty file or errors, ensure the Date selected in Phase 1 matches the required logic (Saturday for weekly exports).
• First Time Use: If the export fails on the first attempt, verify with ProfitSword Support that the backend mapping for the STR interface is active.