Accounting / Reporting / Business Intelligence

Even though Cloudbeds PMS does have its own Reporting Tools, additional Reporting functionally can be very beneficial for the customer. Read below what we believe you'll need to build a successful Accounting, Reporting, or Business Intelligence integration via one of the two options below.

Property Setup via Cloudbeds API

• To see the currency and time zone use getHotelDetails. (*)

• To see which payment methods are allowed for the property account use getPaymentMethods.

• To see which taxes and fees are set up and what is the value use getTaxesAndFees.

• To see which items (products and services) the property is selling aside from reservations and understand inventory structure in Cloudbeds use getItems and getItemCategories.

(Option 1) Transactions and Reservations Data via Cloudbeds API

• To see reservation data filtered by various parameters use getReservations

• To see detailed room information use getReservation.

• To see all credits and debits posted into Cloudbeds folio use getTransactions (* Option 1.1)

• To see additional rate amounts and totals use getReservationWithRateDetails

• To see outstanding balances and create an invoice use getReservationInvoiceInformation (* Option 1.2)

(*) Accounting Category Certification Mandatory Requirements (Option 1)

(Option 2) Reporting Data via Cloudbeds Insights API

• Data is intended for reporting purposes and not real-time interaction. This data may have a freshness delay of up to 12 hours and should be implemented for those use cases where this time delay is appropriate (accounting, reporting, etc.).

• The Data Insights API's are the same API's that feed the Data Insights product within Cloudbeds. It can be valuable to first create a report in the Data Insights product within Cloudbeds with the data that is needed in your integration. Then you can use the API to pull the structure of that report and use it to make future requests against the query endpoint.

• Related Cloudbeds Insights API Documentation:

  • Cloudbeds Insights API

• Suggested Flow for Cloudbeds Insights API after using getHotelDetails via Cloudbeds API:

  • Send a GET request to /datainsights/v1.1/health to validate that data is up to date.
  • Send a POST request to /datainsights_v1_1_reports_query_data to query Report data from a Report that is not created. e.g. Transactions or Occupancy Data.

Currently, Cloudbeds Reports, Invoices, Split Folio, Advanced Deposits, and Accounts Receivable information are not available through the standard Cloudbeds API.

Reports and Invoice data, including Invoice Number, can be retrieved via Cloudbeds Insights API (option 2).