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What is Omniboost Base?
The Omniboost Base platform enables you to onboard, manage and troubleshoot your existing Omniboost accounting integrations. This document describes the information and features available via your new Base profile. Access the login page shown below and your Base profile here.
If you have not started your Base profile setup yet, let our support team know and they'll help you with the next steps.
Once you've logged in, you will see the main menu on the left-hand side of the screen as shown in the image below. From here, you will be able to access all of the modules described in this document.
IMPORTANT: Please note that the images below are just examples. Details shown on your profile will be different due to usage of different software combinations, number of properties and related details.
Properties
The overview of all your properties can be seen by clicking on Properties shown on the main menu visible on the left-hand side of the screen below.
Clicking on the name of each location, shown in blue above , will enable you to see basic information about that property.
Integrations
Each connection provided at each location is listed separately. A full list of integrations can be seen by clicking on Integrations shown on the main menu.
The overview above shows the following information:
Internal name of the integration: After an integration onboarding form has been completed, clicking on the name allows you to access and change your mapping.
Account (property): Which property this integration services.
Product (software combination): Which two systems the integration connects
Onboarding step: During the initial onboarding, this column shows which step in the onboarding form you are currently on.
Status: This is the overall status of the integration (Live: set live, Terminated: no longer in function, Onboarding: onboarding form being completed etc).
Created: Date the integration was added to Base (requested by you and configured by Omniboost).
Runs
By clicking on the Runs option of the main menu, you will access the overview of all runs for each of your Omniboost integrations. A run is a single transfer of data from your selected source system (PMS, POS, Event management etc) into your chosen target system (Accounting, HR management etc).
Each line shows an individual run with the following information:
Run: Link to run details (logs of all of the actions related to each full data transfer).
Account (property): Which property the run was for.
Asset (integration): Which integration the run was for.
Impacted date: The date of the data pushed via the run.
Ran at: The date and time when the integration ran.
Status: Whether the data was successfully sent across, experienced errors, failed etc.
Possible run statuses:
The data was posted successfully into the destination system – no further action needed.
The data was not sent over. In this case the logs need to be checked to investigate and resolve the error. Once the error is resolved, you can retry sending the data. When this status remains after the retry it means (after a possible solution was tried) data is still not sent - further investigation and/or help from the Omniboost team is needed.
This status means the original run was not successful but after solving the error the data was posted successfully in the destination system – no further action needed.
This status means that the data was pushed manually by the Omniboost team. The data was posted successfully in the destination system – no further action needed.
Logs: Technical details regarding the run.
Errors: Errors that can be actioned by your team before performing a rerun yourself.
Rerun: The option to trigger a rerun
IMPORTANT: If your integration data transfer was impacted by an error or prevented due to a change required on your side, you will receive a notification from our team. You can only rerun your data successfully after the underlying error is resolved or you've taken the necessary steps explained by our team.
Updating your integration mapping
Your Base profile allows you to review and manage your integration setup and mapping for the lifetime of the connection. To manage your mapping, go to Integrations and click on the name of the integration that you wish to review or update.
This will redirect you to the details of your integration where you can manage the options listed below.
IMPORTANT: If your integration was NOT originally onboarded via Base, your source and/or destination systems will NOT be connected and your existing configuration will NOT be visible. Please follow the instructions below to connect your systems and easily manage your integration mapping moving forward.
1. Connection Settings
Please be aware that the images used below are examples and your view will differ depending on the systems you are connecting.
The Connection settings tab shows whether you've successfully connected your Base profile to the systems we are integrating.
IMPORTANT: Connecting your source and/or destination system unlocks full control over your integration mapping going forward. Not every integration requires both — just connect whichever applies to yours using the Connect button below.
Once you've successfully connected or reconnected a system, please send a message to our support team to ensure your new credentials are updated in your existing integration.
If you don't have access to the credentials needed for your source system, or if you have any other questions about this, please submit a ticket through the Base support function.
If you are successfully connected but using an incorrect user or a different environment, you can reconnect to the correct account here. If you are not connected to your accounting system, we will not be able to fetch and display your chart off accounts. Instead, you will see a text field where you can enter the required value (ledger account code, cost center, etc.) manually.
2. Integration settings
If applicable, this page will display all settings required for your connection excluding the accounting mapping of the dynamic variables fetched from your PMS/POS environment. These variables differ per software combination.
3. Integration mapping
If you've connected to your source system, you will be able to see all of the relevant categories fetched from your PMS/POS. These will be displayed on the left-side of the mapping overview. For each of these categories, you will see a field for each corresponding value required.
Please be aware that these are examples and your view might differ depending on the applicable systems.
The example above shows a list of revenue categories that are set up in a PMS (right) and POS (right) environment. For each of these revenue categories, we require a ledger account code from a PMS/POS system. If your PMS/POS environment was connected, the field next to each category would be a drop-down field that would contain your EO chart of accounts. You would then be able to select the corresponding account.
IMPORTANT: To see and manage the categories that need mapping for your integration, you must successfully connect to your source system via your Base profile.
Connecting to your destination system (if applicable) enables a smoother integration management experience as it allows Base to fetch relevant mapping values directly from that system. If the destination system is not connected, you will see text fields where you can manually enter the necessary values.
4. Submitting your mapping changes
Once you've entered the changes, do not forget to click Save. This will automatically store the new values and notify the Omniboost team to review the changes and push them into your live integration.
There is no need to reach out to the support team via email. Once the changes are implemented in your integration, you will receive a notification via your Base profile.
Detailed Run Logs
For each run that has experienced any errors, you are able to see additional details on what went wrong. These details are accessible by going to Runs and clicking on the Run details of any impacted data transfer.
This will redirect you to more information about this specific run. To see the Logs, click on the Logs tab.
You will then be able to see all the information available and relevant to the error impacting this specific run.
Performing a data rerun
If your user profile has the right permissions, you will be able to resend any of your impacted data. This function can be used to:
1. Resend data not posted into your accounting system due to incorrect configuration or error
2. Resend data that was partially or incorrectly posted into your accounting system
3. Resend data modified in the source system after the initial automatic data run
Important: When to Use the Rerun Function
Only resend data after the underlying error or configuration issue has been resolved. If the root cause has not been addressed, the rerun will not be successful.
Errors you can resolve yourself
Some errors occur due to configuration settings in the systems you are connecting. After updating the relevant settings, you can use the rerun function to resend the affected data.Errors handled by Omniboost
Certain issues require intervention from the Omniboost team. These errors are automatically reported to us by the integration, so there is no need to contact support separately. Our team will notify you of any
Once either of the steps above is resolved, you can rerun the affected data if needed.
Quick Check Before Rerunning Data
Before triggering a rerun, confirm that:
The configuration issue that caused the error has been resolved
Any required changes in your connected systems have been applied
If the issue required technical intervention, you have received confirmation from Omniboost that it has been resolved
Once these conditions are met, you can safely use the rerun function to resend the affected data.
If you've completed the checklist above, you can rerun the data by:
1. Going to the Runs overview
2. Finding the original data transfer
3. Clicking the grey Rerun button shown in the right corner
4. In the popup window shown below, click the blue Initiate rerun button
The new run as well as its status will be displayed under the original one.
If the rerun was successful, the status will change from “completed with errors” (shown in red) to “error, but rerun completed” (shown in green)
Users
Clicking on Users allows you to view a list of all users currently connected to your overall account.
Here you can also add new team members by clicking on the ADD NEW button in the top right corner. Doing so, you will be redirected to the page shown below.
Here you will need to enter the requested details. Click the gray generate button to create a unique random password you can then copy and use to paste into the Password and Confirm password fields.
Make sure to enable the Active toggle in the top right corner. If you wish the new user to only have access to select properties, please specify which ones by selecting from the overall list. You can select multiple properties. If you do not specify, the user will have access to all.
When selecting the role, keep in mind that a Client Admin will have more rights than Client User. If you'd like to add a custom role with certain permissions, you can create a new one by going to Users -> Roles and Add New.